HC Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $27K | Buy |
120
+75
| +167% | +$16.9K | 0.02% | 168 |
|
|
2022
Q1 | $13K | Hold |
45
| – | – | 0.01% | 221 |
|
|
2021
Q4 | $14K | Sell |
45
-9
| -17% | -$2.8K | 0.01% | 232 |
|
|
2021
Q3 | $16K | Buy |
54
+9
| +20% | +$2.67K | 0.01% | 208 |
|
|
2021
Q2 | $13K | Hold |
45
| – | – | 0.01% | 229 |
|
|
2021
Q1 | $12K | Sell |
45
-26
| -37% | -$6.93K | 0.01% | 243 |
|
|
2020
Q4 | $18K | Sell |
71
-90
| -56% | -$22.8K | 0.01% | 209 |
|
|
2020
Q3 | $37K | Buy |
161
+11
| +7% | +$2.53K | 0.03% | 139 |
|
|
2020
Q2 | $30K | Hold |
150
| – | – | 0.02% | 149 |
|
|
2020
Q1 | $24K | Buy |
+150
| New | +$24K | 0.02% | 161 |
|