Halpern Financial’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.49M | Buy |
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|
2024
Q2 | $3.77M | Buy |
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|
2024
Q1 | $3.04M | Buy |
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|
2023
Q4 | $2.42M | Buy |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $229K | Buy |
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|
2022
Q4 | $156K | Hold |
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|
2022
Q3 | $157K | Buy |
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|
2022
Q2 | $131K | Hold |
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|
2022
Q1 | $169K | Hold |
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|
2021
Q4 | $189K | Sell |
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|
2021
Q3 | $225K | Buy |
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|
2021
Q2 | $150K | Sell |
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|
2021
Q1 | $202K | Sell |
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|
2020
Q4 | $245K | Hold |
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|
2020
Q3 | $220K | Buy |
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|
2020
Q2 | $170K | Buy |
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