M&R Capital Management’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16
| Closed | -$5.05K | – | 642 |
|
|
2023
Q4 | $5.05K | Hold |
16
| – | – | ﹤0.01% | 484 |
|
|
2023
Q3 | $4.42K | Hold |
16
| – | – | ﹤0.01% | 477 |
|
|
2023
Q2 | $4.58K | Hold |
16
| – | – | ﹤0.01% | 471 |
|
|
2023
Q1 | $4.03K | Hold |
16
| – | – | ﹤0.01% | 464 |
|
|
2022
Q4 | $3.44K | Hold |
16
| – | – | ﹤0.01% | 444 |
|
|
2022
Q3 | $3K | Sell |
16
-15
| -48% | -$2.81K | ﹤0.01% | 407 |
|
|
2022
Q2 | $6K | Hold |
31
| – | – | ﹤0.01% | 372 |
|
|
2022
Q1 | $8K | Buy |
+31
| New | +$8K | ﹤0.01% | 355 |
|
|
2018
Q2 | – | Sell |
-61
| Closed | -$8K | – | 549 |
|
|
2018
Q1 | $8K | Buy |
61
+59
| +2,950% | +$7.74K | ﹤0.01% | 450 |
|
|
2017
Q4 | $0 | Sell |
2
-14
| -88% | – | ﹤0.01% | 572 |
|
|
2017
Q3 | $2K | Buy |
16
+6
| +60% | +$750 | ﹤0.01% | 529 |
|
|
2017
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 536 |
|