Monumental Financial Group’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
Q3 | $461K | Hold |
1,200
| – | – | 0.17% | 40 |
|
|
2024
Q2 | $449K | Hold |
1,200
| – | – | 0.2% | 40 |
|
|
2024
Q1 | $413K | Sell |
1,200
-240
| -17% | -$82.6K | 0.22% | 38 |
|
|
2023
Q4 | $448K | Buy |
1,440
+627
| +77% | +$195K | 0.27% | 36 |
|
|
2023
Q3 | $221K | Hold |
813
| – | – | 0.15% | 40 |
|
|
2023
Q2 | $230K | Hold |
813
| – | – | 0.15% | 44 |
|
|
2023
Q1 | $203K | Buy |
+813
| New | +$203K | 0.15% | 50 |
|
|
2022
Q2 | – | Sell |
-813
| Closed | -$234K | – | 67 |
|
|
2022
Q1 | $234K | Buy |
+813
| New | +$234K | 0.19% | 23 |
|