Kore Private Wealth’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $735K | Hold |
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|
2022
Q2 | $766K | Buy |
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|
2022
Q1 | $865K | Sell |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.45M | Buy |
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|
2021
Q2 | $1.43M | Buy |
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|
2021
Q1 | $1.27M | Hold |
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|
2020
Q4 | $1.25M | Sell |
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|
2020
Q3 | $1.14M | Hold |
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|
2020
Q2 | $1.01M | Hold |
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|
2020
Q1 | $786K | Hold |
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|
2019
Q4 | $913K | Hold |
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|
2019
Q3 | $825K | Hold |
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|
2019
Q2 | $819K | Hold |
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|
2019
Q1 | $786K | Sell |
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|
2018
Q4 | $956K | Buy |
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