GG
Gofen & Glossberg’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.17M | Sell |
5,497
-1,200
| -18% | -$256K | 0.03% | 228 |
|
|
2022
Q3 | $1.43M | Buy |
6,697
+518
| +8% | +$111K | 0.04% | 207 |
|
|
2022
Q2 | $1.38M | Buy |
6,179
+455
| +8% | +$101K | 0.04% | 214 |
|
|
2022
Q1 | $1.65M | Hold |
5,724
| – | – | 0.04% | 209 |
|
|
2021
Q4 | $1.84M | Sell |
5,724
-671
| -10% | -$215K | 0.04% | 199 |
|
|
2021
Q3 | $1.86M | Buy |
6,395
+209
| +3% | +$60.7K | 0.04% | 200 |
|
|
2021
Q2 | $1.77M | Buy |
6,186
+365
| +6% | +$105K | 0.04% | 200 |
|
|
2021
Q1 | $1.5M | Sell |
5,821
-673
| -10% | -$173K | 0.04% | 206 |
|
|
2020
Q4 | $1.65M | Buy |
6,494
+504
| +8% | +$128K | 0.05% | 193 |
|
|
2020
Q3 | $1.36M | Buy |
5,990
+2
| +0% | +$455 | 0.04% | 195 |
|
|
2020
Q2 | $1.21M | Buy |
5,988
+205
| +4% | +$41.4K | 0.04% | 191 |
|
|
2020
Q1 | $906K | Hold |
5,783
| – | – | 0.04% | 202 |
|
|
2019
Q4 | $1.05M | Buy |
5,783
+2
| +0% | +$364 | 0.03% | 212 |
|
|
2019
Q3 | $961K | Buy |
5,781
+4
| +0.1% | +$665 | 0.03% | 215 |
|
|
2019
Q2 | $944K | Buy |
5,777
+1
| +0% | +$163 | 0.03% | 219 |
|
|
2019
Q1 | $903K | Hold |
5,776
| – | – | 0.03% | 213 |
|
|
2018
Q4 | $776K | Buy |
5,776
+21
| +0.4% | +$2.82K | 0.03% | 219 |
|
|
2018
Q3 | $927K | Buy |
5,755
+685
| +14% | +$110K | 0.03% | 220 |
|
|
2018
Q2 | $760K | Hold |
5,070
| – | – | 0.03% | 228 |
|
|
2018
Q1 | $719K | Hold |
5,070
| – | – | 0.03% | 236 |
|
|
2017
Q4 | $713K | Hold |
5,070
| – | – | 0.03% | 242 |
|
|
2017
Q3 | $673K | Hold |
5,070
| – | – | 0.03% | 251 |
|
|
2017
Q2 | $644K | Hold |
5,070
| – | – | 0.02% | 257 |
|
|
2017
Q1 | $617K | Sell |
5,070
-50
| -1% | -$6.09K | 0.02% | 261 |
|
|
2016
Q4 | $571K | Hold |
5,120
| – | – | 0.02% | 262 |
|
|
2016
Q3 | $575K | Hold |
5,120
| – | – | 0.02% | 264 |
|
|
2016
Q2 | $549K | Buy |
+5,120
| New | +$549K | 0.02% | 265 |
|