Pathstone Family Office’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $67.8M | Buy |
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|
2023
Q2 | $52.6M | Buy |
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|
2023
Q1 | $37.1M | Sell |
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|
2022
Q4 | $65.5M | Buy |
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|
2022
Q3 | $24.7M | Sell |
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|
2022
Q2 | $50.5M | Buy |
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|
2022
Q1 | $8.48M | Sell |
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|
2021
Q4 | $9.55M | Sell |
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|
2021
Q3 | $8.67M | Buy |
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|
2021
Q2 | $8.56M | Buy |
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|
2021
Q1 | $7.67M | Sell |
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|
2020
Q4 | $7.62M | Buy |
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|
2020
Q3 | $6.15M | Buy |
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|
2020
Q2 | $5.37M | Hold |
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|
2020
Q1 | $4.16M | Buy |
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|
2019
Q4 | $335K | Hold |
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|
2019
Q3 | $31K | Hold |
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|
2019
Q2 | $30K | Sell |
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|
2019
Q1 | $33K | Buy |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $4K | Buy |
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