Leo H. Evart Inc’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.57M | Sell |
13,118
-1,216
| -8% | -$331K | 5.48% | 6 |
|
|
2023
Q2 | $4.06M | Buy |
14,334
+2
| +0% | +$566 | 5.63% | 6 |
|
|
2023
Q1 | $3.57M | Sell |
14,332
-621
| -4% | -$155K | 5.22% | 6 |
|
|
2022
Q4 | $3.19M | Sell |
14,953
-1,888
| -11% | -$402K | 4.82% | 7 |
|
|
2022
Q3 | $3.6M | Sell |
16,841
-1,149
| -6% | -$246K | 5.49% | 7 |
|
|
2022
Q2 | $4.01M | Buy |
17,990
+47
| +0.3% | +$10.5K | 4.87% | 7 |
|
|
2022
Q1 | $5.16M | Sell |
17,943
-18
| -0.1% | -$5.18K | 5.33% | 6 |
|
|
2021
Q4 | $5.76M | Buy |
+17,961
| New | +$5.76M | 5.61% | 6 |
|