LFS
VUG icon

Legacy Financial Strategies’s Vanguard Growth ETF VUG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-5,462
Closed -$818K 94
2018
Q2
$818K Sell
5,462
-1,935
-26% -$290K 0.73% 15
2018
Q1
$1.05M Buy
7,397
+2,159
+41% +$306K 1.03% 13
2017
Q4
$737K Buy
+5,238
New +$737K 0.78% 20