LFA
Legacy Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-539
| Closed | -$207K | – | 373 |
|
|
2024
Q3 | $207K | Buy |
+539
| New | +$207K | 0.03% | 339 |
|
|
2023
Q4 | – | Sell |
-871
| Closed | -$237K | – | 311 |
|
|
2023
Q3 | $237K | Buy |
+871
| New | +$237K | 0.05% | 231 |
|
|
2023
Q2 | – | Sell |
-1,122
| Closed | -$280K | – | 269 |
|
|
2023
Q1 | $280K | Sell |
1,122
-351
| -24% | -$87.6K | 0.06% | 193 |
|
|
2022
Q4 | $314K | Sell |
1,473
-63
| -4% | -$13.4K | 0.07% | 172 |
|
|
2022
Q3 | $329K | Sell |
1,536
-375
| -20% | -$80.3K | 0.08% | 151 |
|
|
2022
Q2 | $426K | Buy |
1,911
+794
| +71% | +$177K | 0.11% | 106 |
|
|
2022
Q1 | $321K | Buy |
+1,117
| New | +$321K | 0.07% | 156 |
|
|
2021
Q4 | – | Sell |
-699
| Closed | -$203K | – | 208 |
|
|
2021
Q3 | $203K | Buy |
+699
| New | +$203K | 0.05% | 180 |
|