Hibernia Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,318
| Closed | -$506K | – | 121 |
|
2024
Q3 | $506K | Buy |
+1,318
| New | +$506K | 0.15% | 60 |
|
2024
Q2 | – | Sell |
-587
| Closed | -$202K | – | 118 |
|
2024
Q1 | $202K | Buy |
+587
| New | +$202K | 0.14% | 81 |
|
2023
Q4 | – | Sell |
-109
| Closed | -$29.7K | – | 329 |
|
2023
Q3 | $29.7K | Buy |
+109
| New | +$29.7K | 0.02% | 109 |
|