Lehman & Derafelo Financial Resources’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 | – | Sell |
-379
| Closed | -$81K | – | 199 |
|
|
2022
Q3 | $81K | Hold |
379
| – | – | 0.03% | 112 |
|
|
2022
Q2 | $84K | Buy |
+379
| New | +$84K | 0.03% | 116 |
|
|
2021
Q4 | – | Sell |
-379
| Closed | -$110K | – | 189 |
|
|
2021
Q3 | $110K | Hold |
379
| – | – | 0.04% | 113 |
|
|
2021
Q2 | $109K | Hold |
379
| – | – | 0.03% | 131 |
|
|
2021
Q1 | $97K | Hold |
379
| – | – | 0.03% | 132 |
|
|
2020
Q4 | $96K | Hold |
379
| – | – | 0.03% | 133 |
|
|
2020
Q3 | $86K | Hold |
379
| – | – | 0.03% | 119 |
|
|
2020
Q2 | $77K | Hold |
379
| – | – | 0.03% | 115 |
|
|
2020
Q1 | $59K | Buy |
379
+164
| +76% | +$25.5K | 0.02% | 109 |
|
|
2019
Q4 | $39K | Buy |
+215
| New | +$39K | 0.01% | 139 |
|