Goldstein Munger & Associates’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $438K | Hold |
2,048
| – | – | 0.14% | 27 |
|
|
2022
Q2 | $456K | Sell |
2,048
-3,800
| -65% | -$846K | 0.14% | 27 |
|
|
2022
Q1 | $1.68M | Hold |
5,848
| – | – | 0.44% | 20 |
|
|
2021
Q4 | $1.88M | Hold |
5,848
| – | – | 0.47% | 19 |
|
|
2021
Q3 | $1.7M | Hold |
5,848
| – | – | 0.46% | 19 |
|
|
2021
Q2 | $1.68M | Sell |
5,848
-270
| -4% | -$77.4K | 0.44% | 19 |
|
|
2021
Q1 | $1.57M | Hold |
6,118
| – | – | 0.44% | 19 |
|
|
2020
Q4 | $1.55M | Hold |
6,118
| – | – | 0.46% | 19 |
|
|
2020
Q3 | $1.39M | Hold |
6,118
| – | – | 0.47% | 21 |
|
|
2020
Q2 | $1.24M | Buy |
6,118
+11
| +0.2% | +$2.22K | 0.47% | 21 |
|
|
2020
Q1 | $957K | Hold |
6,107
| – | – | 0.47% | 18 |
|
|
2019
Q4 | $1.11M | Buy |
6,107
+11
| +0.2% | +$2.01K | 0.45% | 19 |
|
|
2019
Q3 | $1.01M | Hold |
6,096
| – | – | 0.45% | 19 |
|
|
2019
Q2 | $996K | Hold |
6,096
| – | – | 0.43% | 19 |
|
|
2019
Q1 | $954K | Hold |
6,096
| – | – | 0.42% | 21 |
|
|
2018
Q4 | $819K | Hold |
6,096
| – | – | 0.4% | 21 |
|
|
2018
Q3 | $982K | Hold |
6,096
| – | – | 0.42% | 19 |
|
|
2018
Q2 | $913K | Hold |
6,096
| – | – | 0.39% | 20 |
|
|
2018
Q1 | $865K | Buy |
6,096
+306
| +5% | +$43.4K | 0.37% | 20 |
|
|
2017
Q4 | $814K | Buy |
5,790
+3,750
| +184% | +$527K | 0.35% | 21 |
|
|
2017
Q3 | $271K | Hold |
2,040
| – | – | 0.12% | 32 |
|
|
2017
Q2 | $259K | Sell |
2,040
-160
| -7% | -$20.3K | 0.12% | 33 |
|
|
2017
Q1 | $268K | Hold |
2,200
| – | – | 0.12% | 39 |
|
|
2016
Q4 | $245K | Buy |
+2,200
| New | +$245K | 0.11% | 36 |
|