Johanson Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $20.4M | Buy |
63,552
+1,849
| +3% | +$593K | 6.25% | 2 |
|
|
2021
Q3 | $17.9M | Sell |
61,703
-12
| -0% | -$3.48K | 6.17% | 2 |
|
|
2021
Q2 | $18M | Buy |
61,715
+376
| +0.6% | +$110K | 6.1% | 2 |
|
|
2021
Q1 | $16.7M | Buy |
61,339
+408
| +0.7% | +$111K | 6.09% | 2 |
|
|
2020
Q4 | $15.4M | Buy |
60,931
+1,620
| +3% | +$410K | 6.23% | 2 |
|
|
2020
Q3 | $13.7M | Sell |
59,311
-572
| -1% | -$132K | 6.12% | 2 |
|
|
2020
Q2 | $12.1M | Sell |
59,883
-675
| -1% | -$136K | 6.04% | 2 |
|
|
2020
Q1 | $9.49M | Sell |
60,558
-10,873,563
| -99% | -$1.7B | 5.46% | 2 |
|
|
2019
Q4 | $60M | Buy |
10,934,121
+10,873,382
| +17,902% | +$59.7M | 2.85% | 10 |
|
|
2019
Q3 | $10.1M | Buy |
60,739
+1,353
| +2% | +$225K | 5.25% | 3 |
|
|
2019
Q2 | $9.7M | Sell |
59,386
-1,509
| -2% | -$246K | 5.16% | 3 |
|
|
2019
Q1 | $9.53M | Buy |
60,895
+1,469
| +2% | +$230K | 5.34% | 3 |
|
|
2018
Q4 | $7.98M | Buy |
59,426
+442
| +0.7% | +$59.4K | 5.38% | 3 |
|
|
2018
Q3 | $9.5M | Buy |
58,984
+901
| +2% | +$145K | 5.5% | 2 |
|
|
2018
Q2 | $8.71M | Sell |
58,083
-454
| -0.8% | -$68.1K | 5.52% | 2 |
|
|
2018
Q1 | $8.31M | Buy |
58,537
+564
| +1% | +$80K | 5.51% | 2 |
|
|
2017
Q4 | $8.16M | Buy |
57,973
+2,385
| +4% | +$336K | 5.4% | 2 |
|
|
2017
Q3 | $7.38M | Buy |
55,588
+3,167
| +6% | +$420K | 5.39% | 3 |
|
|
2017
Q2 | $6.66M | Buy |
52,421
+4,271
| +9% | +$542K | 5.42% | 3 |
|
|
2017
Q1 | $5.85M | Buy |
48,150
+45,395
| +1,648% | +$5.52M | 5.15% | 4 |
|
|
2016
Q4 | $316K | Sell |
2,755
-33,715
| -92% | -$3.87M | 13.18% | 4 |
|
|
2016
Q3 | $4.1M | Buy |
36,470
+2,277
| +7% | +$256K | 4.41% | 6 |
|
|
2016
Q2 | $3.66M | Buy |
34,193
+1,507
| +5% | +$161K | 4.31% | 7 |
|
|
2016
Q1 | $3.48M | Buy |
32,686
+2,028
| +7% | +$216K | 4.28% | 7 |
|
|
2015
Q4 | $3.26M | Buy |
+30,658
| New | +$3.26M | 4.26% | 8 |
|