MAP
Milestone Advisory Partners’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.53M | Buy |
23,998
+3,697
| +18% | +$1.01M | 5.44% | 4 |
|
|
2023
Q2 | $5.74M | Buy |
20,301
+3,664
| +22% | +$1.04M | 5.2% | 4 |
|
|
2023
Q1 | $4.15M | Sell |
16,637
-271
| -2% | -$67.6K | 3.83% | 7 |
|
|
2022
Q4 | $3.6M | Hold |
16,908
| – | – | 2.68% | 12 |
|
|
2022
Q3 | $3.62M | Buy |
16,908
+1,407
| +9% | +$301K | 2.71% | 11 |
|
|
2022
Q2 | $3.49M | Buy |
15,501
+657
| +4% | +$148K | 2.83% | 10 |
|
|
2022
Q1 | $4.27M | Buy |
14,844
+123
| +0.8% | +$35.4K | 2.3% | 13 |
|
|
2021
Q4 | $4.72M | Buy |
14,721
+184
| +1% | +$59K | 2.39% | 14 |
|
|
2021
Q3 | $4.22M | Buy |
14,537
+778
| +6% | +$226K | 2.48% | 13 |
|
|
2021
Q2 | $3.95M | Sell |
13,759
-1,382
| -9% | -$396K | 2.08% | 17 |
|
|
2021
Q1 | $3.89M | Sell |
15,141
-187
| -1% | -$48.1K | 2.08% | 19 |
|
|
2020
Q4 | $3.88M | Buy |
15,328
+3,499
| +30% | +$886K | 2.21% | 17 |
|
|
2020
Q3 | $2.69M | Sell |
11,829
-1,006
| -8% | -$229K | 1.68% | 16 |
|
|
2020
Q2 | $2.59M | Buy |
+12,835
| New | +$2.59M | 1.53% | 18 |
|