Laurel Wealth Advisors (California)’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
Q4 | $989K | Sell |
4,640
-104
| -2% | -$22.2K | 0.1% | 217 |
|
|
2022
Q3 | $1.02M | Sell |
4,744
-4,007
| -46% | -$857K | 0.11% | 206 |
|
|
2022
Q2 | $1.95M | Buy |
8,751
+163
| +2% | +$36.3K | 0.2% | 115 |
|
|
2022
Q1 | $2.47M | Buy |
8,588
+1,874
| +28% | +$539K | 0.2% | 109 |
|
|
2021
Q4 | $2.15M | Buy |
6,714
+3,508
| +109% | +$1.13M | 0.17% | 126 |
|
|
2021
Q3 | $930K | Buy |
3,206
+885
| +38% | +$257K | 0.17% | 143 |
|
|
2021
Q2 | $666K | Sell |
2,321
-401
| -15% | -$115K | 0.09% | 227 |
|
|
2021
Q1 | $700K | Sell |
2,722
-14,517
| -84% | -$3.73M | 0.11% | 200 |
|
|
2020
Q4 | $4.37M | Buy |
17,239
+1,955
| +13% | +$495K | 0.64% | 33 |
|
|
2020
Q3 | $3.48M | Buy |
15,284
+3,144
| +26% | +$716K | 0.57% | 44 |
|
|
2020
Q2 | $2.45M | Buy |
12,140
+1,914
| +19% | +$387K | 0.45% | 55 |
|
|
2020
Q1 | $1.6M | Buy |
10,226
+1,989
| +24% | +$312K | 0.37% | 67 |
|
|
2019
Q4 | $1.5M | Buy |
8,237
+928
| +13% | +$169K | 0.25% | 102 |
|
|
2019
Q3 | $1.22M | Buy |
7,309
+1,466
| +25% | +$244K | 0.21% | 130 |
|
|
2019
Q2 | $955K | Sell |
5,843
-264
| -4% | -$43.1K | 0.21% | 124 |
|
|
2019
Q1 | $955K | Buy |
6,107
+1,393
| +30% | +$218K | 0.24% | 112 |
|
|
2018
Q4 | $633K | Sell |
4,714
-1,850
| -28% | -$248K | 0.19% | 127 |
|
|
2018
Q3 | $1.06M | Buy |
6,564
+976
| +17% | +$157K | 0.26% | 97 |
|
|
2018
Q2 | $837K | Buy |
5,588
+3,534
| +172% | +$529K | 0.22% | 112 |
|
|
2018
Q1 | $291K | Buy |
+2,054
| New | +$291K | 0.09% | 248 |
|