Icon Wealth Partners’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
Q3 | $1.16M | Buy |
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2023
Q2 | $1.21M | Hold |
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2023
Q1 | $1.06M | Buy |
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|
2022
Q2 | $951K | Hold |
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|
2022
Q1 | $1.23M | Hold |
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|
2021
Q4 | $1.37M | Hold |
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|
2021
Q3 | $1.24M | Hold |
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|
2021
Q2 | $1.22M | Hold |
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|
2021
Q1 | $1.1M | Hold |
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|
2020
Q4 | $1.08M | Hold |
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|
2020
Q3 | $971K | Hold |
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|
2020
Q2 | $862K | Hold |
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|
2020
Q1 | $668K | Sell |
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|
2019
Q4 | $894K | Sell |
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|
2019
Q3 | $875K | Hold |
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|
2019
Q2 | $860K | Hold |
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|
2019
Q1 | $823K | Hold |
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|
2018
Q4 | $707K | Sell |
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|
2018
Q3 | $849K | Sell |
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|
2018
Q2 | $842K | Sell |
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|
2018
Q1 | $925K | Sell |
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|
2017
Q4 | $1.17M | Buy |
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