Heron Financial Group’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
Q2 | $10.3M | Sell |
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|
2023
Q1 | $9.33M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $8.56M | Buy |
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|
2022
Q2 | $8.08M | Buy |
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|
2022
Q1 | $9.66M | Buy |
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|
2021
Q4 | $9.6M | Buy |
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|
2021
Q3 | $9.39M | Buy |
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|
2021
Q2 | $8.66M | Buy |
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|
2021
Q1 | $7.84M | Buy |
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|
2020
Q4 | $6.51M | Buy |
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|
2020
Q3 | $5.91M | Sell |
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|
2020
Q2 | $5.7M | Sell |
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|
2020
Q1 | $4.74M | Buy |
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|
2019
Q4 | $5.3M | Buy |
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