Gupta Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $224K | Buy |
2,102
+262
| +14% | +$27.9K | 0.05% | 231 |
|
|
2015
Q4 | $196K | Hold |
1,840
| – | – | 0.05% | 250 |
|
|
2015
Q3 | $185K | Hold |
1,840
| – | – | 0.05% | 261 |
|
|
2015
Q2 | $197K | Hold |
1,840
| – | – | 0.05% | 257 |
|
|
2015
Q1 | $192K | Buy |
+1,840
| New | +$192K | 0.06% | 224 |
|