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 |
|