Lucia Wealth Services’s Vanguard Growth ETF VUG Stock Holding History

Lucia Wealth Services’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$600K	Sell
2020 Q2	$655K	Sell
2020 Q1	$531K	Buy
2019 Q4	$456K	Buy
2019 Q3	$83K	Hold
2019 Q2	$82K	Hold
2019 Q1	$78K	Buy
2018 Q4	–	Sell
2018 Q3	$81K	Hold
2018 Q2	$75K	Buy