JWM
Janiczek Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $357K | Hold |
954
| – | – | 0.07% | 109 |
|
|
2024
Q1 | $328K | Buy |
954
+830
| +669% | +$286K | 0.07% | 119 |
|
|
2023
Q4 | $38.6K | Sell |
124
-17
| -12% | -$5.29K | 0.01% | 433 |
|
|
2023
Q3 | $38.4K | Buy |
141
+24
| +21% | +$6.54K | 0.01% | 401 |
|
|
2023
Q2 | $33.1K | Hold |
117
| – | – | 0.01% | 377 |
|
|
2023
Q1 | $29.1K | Sell |
117
-9
| -7% | -$2.24K | 0.01% | 391 |
|
|
2022
Q4 | $28.2K | Hold |
126
| – | – | 0.01% | 399 |
|
|
2022
Q3 | $27K | Hold |
126
| – | – | 0.01% | 406 |
|
|
2022
Q2 | $32K | Hold |
126
| – | – | 0.01% | 383 |
|
|
2022
Q1 | $36K | Hold |
126
| – | – | 0.01% | 364 |
|
|
2021
Q4 | $40K | Hold |
126
| – | – | 0.01% | 353 |
|
|
2021
Q3 | $37K | Hold |
126
| – | – | 0.01% | 344 |
|
|
2021
Q2 | $36K | Sell |
126
-44
| -26% | -$12.6K | 0.01% | 316 |
|
|
2021
Q1 | $44K | Hold |
170
| – | – | 0.02% | 256 |
|
|
2020
Q4 | $43K | Sell |
170
-37
| -18% | -$9.36K | 0.02% | 228 |
|
|
2020
Q3 | $47K | Hold |
207
| – | – | 0.03% | 102 |
|
|
2020
Q2 | $42K | Buy |
207
+49
| +31% | +$9.94K | 0.02% | 92 |
|
|
2020
Q1 | $25K | Sell |
158
-40
| -20% | -$6.33K | 0.01% | 81 |
|
|
2019
Q4 | $36K | Hold |
198
| – | – | 0.02% | 76 |
|
|
2019
Q3 | $33K | Hold |
198
| – | – | 0.02% | 77 |
|
|
2019
Q2 | $32K | Hold |
198
| – | – | 0.02% | 79 |
|
|
2019
Q1 | $31K | Hold |
198
| – | – | 0.01% | 85 |
|
|
2018
Q4 | $27K | Buy |
+198
| New | +$27K | 0.01% | 89 |
|