FAM
Formidable Asset Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,258
| Closed | -$844K | – | 415 |
|
|
2024
Q2 | $844K | Buy |
+2,258
| New | +$844K | 0.14% | 148 |
|
|
2021
Q1 | – | Sell |
-1,110
| Closed | -$281K | – | 316 |
|
|
2020
Q4 | $281K | Sell |
1,110
-686
| -38% | -$174K | 0.07% | 219 |
|
|
2020
Q3 | $409K | Sell |
1,796
-447
| -20% | -$102K | 0.12% | 150 |
|
|
2020
Q2 | $454K | Buy |
2,243
+568
| +34% | +$115K | 0.13% | 147 |
|
|
2020
Q1 | $262K | Buy |
+1,675
| New | +$262K | 0.1% | 151 |
|