Harvest Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $648K | Sell |
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|
2022
Q4 | $570K | Sell |
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|
2022
Q3 | $647K | Sell |
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|
2022
Q2 | $777K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $217K | Sell |
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|
2020
Q3 | $209K | Buy |
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|
2020
Q2 | $185K | Buy |
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|
2020
Q1 | $143K | Hold |
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|
2019
Q4 | $166K | Buy |
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|
2019
Q3 | $151K | Buy |
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|
2019
Q2 | $8K | Buy |
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