Huber 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $536K | Buy |
3,421
+342
| +11% | +$53.6K | 0.2% | 61 |
|
|
2019
Q4 | $561K | Sell |
3,079
-106
| -3% | -$19.3K | 0.19% | 63 |
|
|
2019
Q3 | $530K | Buy |
3,185
+109
| +4% | +$18.1K | 0.21% | 60 |
|
|
2019
Q2 | $503K | Buy |
3,076
+58
| +2% | +$9.48K | 0.22% | 60 |
|
|
2019
Q1 | $472K | Sell |
3,018
-536
| -15% | -$83.8K | 0.23% | 63 |
|
|
2018
Q4 | $477K | Buy |
3,554
+1,526
| +75% | +$205K | 0.26% | 53 |
|
|
2018
Q3 | $327K | Sell |
2,028
-35
| -2% | -$5.64K | 0.25% | 71 |
|
|
2018
Q2 | $309K | Sell |
2,063
-12
| -0.6% | -$1.8K | 0.28% | 72 |
|
|
2018
Q1 | $294K | Buy |
2,075
+3
| +0.1% | +$425 | 0.29% | 68 |
|
|
2017
Q4 | $291K | Buy |
+2,072
| New | +$291K | 0.32% | 60 |
|