Parisi Gray Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-119
| Closed | -$34K | – | 549 |
|
2021
Q2 | $34K | Buy |
+119
| New | +$34K | 0.01% | 329 |
|
2019
Q2 | – | Sell |
-200
| Closed | -$31K | – | 454 |
|
2019
Q1 | $31K | Hold |
200
| – | – | 0.02% | 269 |
|
2018
Q4 | $27K | Hold |
200
| – | – | 0.02% | 279 |
|
2018
Q3 | $32K | Hold |
200
| – | – | 0.02% | 287 |
|
2018
Q2 | $31K | Hold |
200
| – | – | 0.02% | 298 |
|
2018
Q1 | $28K | Buy |
200
+81
| +68% | +$11.3K | 0.02% | 302 |
|
2017
Q4 | $17K | Buy |
+119
| New | +$17K | 0.01% | 377 |
|