O'Donnell Financial Services’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 | – | Sell |
-1,645
| Closed | -$352K | – | 22 |
|
|
2022
Q3 | $352K | Sell |
1,645
-184
| -10% | -$39.4K | 1.23% | 13 |
|
|
2022
Q2 | $407K | Sell |
1,829
-398
| -18% | -$88.6K | 0.33% | 20 |
|
|
2022
Q1 | $640K | Hold |
2,227
| – | – | 0.29% | 20 |
|
|
2021
Q4 | $628K | Buy |
2,227
+1,532
| +220% | +$432K | 0.29% | 23 |
|
|
2021
Q3 | $202K | Buy |
+695
| New | +$202K | 0.1% | 49 |
|