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 |
|