Interactive Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-192
| Closed | -$6.82K | – | 161 |
|
|
2022
Q4 | $6.82K | Hold |
192
| – | – | ﹤0.01% | 158 |
|
|
2022
Q3 | $7K | Hold |
192
| – | – | ﹤0.01% | 159 |
|
|
2022
Q2 | $7K | Hold |
192
| – | – | ﹤0.01% | 146 |
|
|
2022
Q1 | $9K | Hold |
192
| – | – | ﹤0.01% | 152 |
|
|
2021
Q4 | $10K | Sell |
192
-6
| -3% | -$313 | ﹤0.01% | 149 |
|
|
2021
Q3 | $10K | Sell |
198
-18
| -8% | -$896 | ﹤0.01% | 158 |
|
|
2021
Q2 | $10K | Sell |
216
-6
| -3% | -$272 | ﹤0.01% | 161 |
|
|
2021
Q1 | $10K | Sell |
222
-6
| -3% | -$257 | ﹤0.01% | 152 |
|
|
2020
Q4 | $10K | Sell |
228
-774
| -77% | -$30.9K | ﹤0.01% | 150 |
|
|
2020
Q3 | $38K | Sell |
1,002
-18
| -2% | -$665 | 0.02% | 111 |
|
|
2020
Q2 | $34K | Sell |
1,020
-24
| -2% | -$738 | 0.02% | 110 |
|
|
2020
Q1 | $27K | Sell |
1,044
-18
| -2% | -$539 | 0.02% | 79 |
|
|
2019
Q4 | $32K | Sell |
1,062
-24
| -2% | -$693 | 0.01% | 119 |
|
|
2019
Q3 | $30K | Hold |
1,086
| – | – | 0.01% | 105 |
|
|
2019
Q2 | $30K | Sell |
1,086
-18
| -2% | -$481 | 0.01% | 114 |
|
|
2019
Q1 | $29K | Sell |
1,104
-48
| -4% | -$1.19K | 0.01% | 99 |
|
|
2018
Q4 | $26K | Sell |
1,152
-786
| -41% | -$19K | 0.01% | 75 |
|
|
2018
Q3 | $52K | Buy |
1,938
+432
| +29% | +$11.3K | 0.02% | 89 |
|
|
2018
Q2 | $38K | Sell |
1,506
-30
| -2% | -$736 | 0.02% | 92 |
|
|
2018
Q1 | $36K | Sell |
1,536
-30
| -2% | -$731 | 0.02% | 93 |
|
|
2017
Q4 | $37K | Sell |
1,566
-126
| -7% | -$2.89K | 0.02% | 95 |
|
|
2017
Q3 | $37K | Hold |
1,692
| – | – | 0.02% | 82 |
|
|
2017
Q2 | $36K | Sell |
1,692
-24
| -1% | -$503 | 0.02% | 82 |
|
|
2017
Q1 | $35K | Sell |
1,716
-270
| -14% | -$5.33K | 0.02% | 84 |
|
|
2016
Q4 | $37K | Buy |
1,986
+42
| +2% | +$777 | 0.02% | 85 |
|
|
2016
Q3 | $36K | Sell |
1,944
-6
| -0.3% | -$112 | 0.02% | 82 |
|
|
2016
Q2 | $35K | Sell |
1,950
-6
| -0.3% | -$107 | 0.02% | 69 |
|
|
2016
Q1 | $35K | Buy |
1,956
+6
| +0.3% | +$101 | 0.02% | 65 |
|
|
2015
Q4 | $35K | Buy |
1,950
+54
| +3% | +$967 | 0.02% | 68 |
|
|
2015
Q3 | $32K | Sell |
1,896
-6
| -0.3% | -$106 | 0.02% | 63 |
|
|
2015
Q2 | $34K | Sell |
1,902
-1,560
| -45% | -$28.3K | 0.02% | 75 |
|
|
2015
Q1 | $60K | Sell |
3,462
-978
| -22% | -$17.3K | 0.03% | 70 |
|
|
2014
Q4 | $77K | Buy |
4,440
+1,842
| +71% | +$31.3K | 0.04% | 54 |
|
|
2014
Q3 | $43K | Buy |
2,598
+366
| +16% | +$6.09K | 0.02% | 64 |
|
|
2014
Q2 | $37K | Buy |
2,232
+1,626
| +268% | +$25.8K | 0.02% | 62 |
|
|
2014
Q1 | $9K | Sell |
606
-24
| -4% | -$372 | 0.01% | 69 |
|
|
2013
Q4 | $10K | Sell |
630
-54
| -8% | -$798 | 0.01% | 63 |
|
|
2013
Q3 | $10K | Buy |
+684
| New | +$9.42K | 0.01% | 62 |
|
Other funds holding VUG
TF
Interactive Financial Advisors's VUG Position: Q1 2023 in Review
Interactive Financial Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2023, closing a stake of 192 shares — an estimated $6.82K sold.
Interactive Financial Advisors first reported a position in VUG in Q3 2013 and held it in 38 quarters. The position peaked at $77K in Q4 2014. 1,719 funds tracked by Wall St. Rank hold VUG as of Q1 2023.
- Interactive Financial Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2023 after selling out during the quarter.
- Interactive Financial Advisors sold 192 Vanguard Morningstar Growth ETF shares in Q1 2023, an estimated $6.82K.
- Interactive Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2013 and held it in 38 quarters.
- Interactive Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $77K in Q4 2014.
- 1,719 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2023.
Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.