Investors Financial Group’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,992
Closed -$1.28M 189
2021
Q4
$1.28M Buy
3,992
+306
+8% +$98.2K 0.6% 45
2021
Q3
$1.07M Buy
3,686
+657
+22% +$191K 0.57% 47
2021
Q2
$869K Buy
3,029
+626
+26% +$180K 0.47% 61
2021
Q1
$618K Sell
2,403
-625
-21% -$161K 0.36% 78
2020
Q4
$767K Buy
3,028
+1,644
+119% +$416K 0.51% 57
2020
Q3
$315K Sell
1,384
-1,380
-50% -$314K 0.24% 107
2020
Q2
$559K Buy
+2,764
New +$559K 0.46% 67
2020
Q1
Sell
-2,226
Closed -$406K 144
2019
Q4
$406K Buy
+2,226
New +$406K 0.33% 79