Newman & Schimel’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.97M | Sell |
9,228
-75
| -0.8% | -$16K | 0.89% | 18 |
|
|
2022
Q3 | $1.99M | Buy |
9,303
+1,894
| +26% | +$405K | 0.98% | 16 |
|
|
2022
Q2 | $1.65M | Buy |
7,409
+427
| +6% | +$95.2K | 0.79% | 14 |
|
|
2022
Q1 | $2.01M | Buy |
6,982
+1,218
| +21% | +$350K | 1.31% | 11 |
|
|
2021
Q4 | $1.85M | Buy |
5,764
+3,312
| +135% | +$1.06M | 1.05% | 13 |
|
|
2021
Q3 | $711K | Buy |
2,452
+993
| +68% | +$288K | 0.44% | 21 |
|
|
2021
Q2 | $418K | Buy |
1,459
+475
| +48% | +$136K | 0.26% | 32 |
|
|
2021
Q1 | $253K | Buy |
984
+1
| +0.1% | +$257 | 0.17% | 43 |
|
|
2020
Q4 | $249K | Buy |
+983
| New | +$249K | 0.21% | 40 |
|