Harborview Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $282K | Hold |
971
| – | – | 0.16% | 92 |
|
|
2021
Q2 | $278K | Sell |
971
-5
| -0.5% | -$1.43K | 0.16% | 91 |
|
|
2021
Q1 | $251K | Sell |
976
-472
| -33% | -$121K | 0.15% | 89 |
|
|
2020
Q4 | $367K | Sell |
1,448
-37
| -2% | -$9.38K | 0.25% | 68 |
|
|
2020
Q3 | $338K | Sell |
1,485
-94
| -6% | -$21.4K | 0.26% | 70 |
|
|
2020
Q2 | $319K | Buy |
1,579
+20
| +1% | +$4.04K | 0.26% | 67 |
|
|
2020
Q1 | $244K | Buy |
1,559
+178
| +13% | +$27.9K | 0.24% | 71 |
|
|
2019
Q4 | $252K | Sell |
1,381
-55
| -4% | -$10K | 0.19% | 75 |
|
|
2019
Q3 | $239K | Hold |
1,436
| – | – | 0.19% | 72 |
|
|
2019
Q2 | $235K | Sell |
1,436
-12
| -0.8% | -$1.96K | 0.19% | 76 |
|
|
2019
Q1 | $226K | Buy |
+1,448
| New | +$226K | 0.2% | 68 |
|
|
2018
Q4 | – | Sell |
-1,386
| Closed | -$223K | – | 63 |
|
|
2018
Q3 | $223K | Sell |
1,386
-462
| -25% | -$74.3K | 0.23% | 58 |
|
|
2018
Q2 | $277K | Sell |
1,848
-134
| -7% | -$20.1K | 0.26% | 57 |
|
|
2018
Q1 | $281K | Buy |
1,982
+200
| +11% | +$28.4K | 0.27% | 53 |
|
|
2017
Q4 | $251K | Buy |
+1,782
| New | +$251K | 0.24% | 54 |
|