Lenox Wealth Advisors’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
Q1 | $667K | Sell |
|
|||||
|
2021
Q4 | $865K | Sell |
|
|||||
|
2021
Q3 | $789K | Sell |
|
|||||
|
2021
Q2 | $782K | Hold |
|
|||||
|
2021
Q1 | $701K | Sell |
|
|||||
|
2020
Q4 | $711K | Hold |
|
|||||
|
2020
Q3 | $639K | Hold |
|
|||||
|
2020
Q2 | $567K | Sell |
|
|||||
|
2020
Q1 | $441K | Sell |
|
|||||
|
2019
Q4 | $521K | Hold |
|
|||||
|
2019
Q3 | $476K | Sell |
|
|||||
|
2019
Q2 | $485K | Sell |
|
|||||
|
2019
Q1 | $467K | Sell |
|
|||||
|
2018
Q4 | $425K | Sell |
|
|||||
|
2018
Q3 | $575K | Buy |
|
|||||
|
2018
Q2 | $503K | Sell |
|
|||||
|
2018
Q1 | $577K | Buy |
|
|||||
|
2017
Q4 | $238K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $143K | Buy |
|