FIG
FundX Investment Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.53M | Buy |
4,765
+58
| +1% | +$18.6K | 0.37% | 28 |
|
|
2021
Q3 | $1.37M | Buy |
4,707
+191
| +4% | +$55.4K | 0.65% | 20 |
|
|
2021
Q2 | $11K | Sell |
4,516
-8,067
| -64% | -$19.6K | 1.14% | 6 |
|
|
2021
Q1 | $3.23M | Sell |
12,583
-172,446
| -93% | -$44.3M | 1.83% | 13 |
|
|
2020
Q4 | $46.9M | Buy |
185,029
+32,580
| +21% | +$8.25M | 19.57% | 1 |
|
|
2020
Q3 | $34.7M | Buy |
152,449
+106,911
| +235% | +$24.3M | 13.34% | 2 |
|
|
2020
Q2 | $9.2M | Buy |
45,538
+16,956
| +59% | +$3.43M | 3.89% | 12 |
|
|
2020
Q1 | $4.48M | Buy |
+28,582
| New | +$4.48M | 1.65% | 14 |
|
|
2018
Q4 | – | Sell |
-10,000
| Closed | -$1.61M | – | 56 |
|
|
2018
Q3 | $1.61M | Buy |
+10,000
| New | +$1.61M | 0.89% | 15 |
|
|
2016
Q1 | – | Sell |
-286,901
| Closed | -$30.5M | – | 35 |
|
|
2015
Q4 | $30.5M | Buy |
286,901
+1,547
| +0.5% | +$165K | 10.04% | 5 |
|
|
2015
Q3 | $28.6M | Buy |
285,354
+5,030
| +2% | +$504K | 14.08% | 4 |
|
|
2015
Q2 | $30M | Sell |
280,324
-4,087
| -1% | -$438K | 12.44% | 4 |
|
|
2015
Q1 | $30.6M | Sell |
284,411
-1,776
| -0.6% | -$191K | 9.44% | 5 |
|
|
2014
Q4 | $29.9M | Buy |
+286,187
| New | +$29.9M | 8.96% | 6 |
|