Investment House LLC’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-16,078
Closed -$3.43M 188
2022
Q4
$3.43M Buy
+16,078
New +$3.43M 0.32% 70
2020
Q4
Sell
-55,720
Closed -$12.7M 230
2020
Q3
$12.7M Buy
+55,720
New +$12.7M 0.99% 24
2015
Q4
Sell
-2,795
Closed -$280K 174
2015
Q3
$280K Buy
+2,795
New +$280K 0.05% 142