Personal Wealth Partners’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
Q2 | – | Sell |
-1,057
| Closed | -$304K | – | 70 |
|
|
2022
Q1 | $304K | Buy |
+1,057
| New | +$304K | 0.13% | 61 |
|
|
2021
Q3 | – | Sell |
-333
| Closed | -$96K | – | 387 |
|
|
2021
Q2 | $96K | Buy |
+333
| New | +$96K | 0.04% | 116 |
|
|
2020
Q1 | – | Sell |
-139
| Closed | -$25K | – | 606 |
|
|
2019
Q4 | $25K | Sell |
139
-1,057
| -88% | -$190K | 0.01% | 185 |
|
|
2019
Q3 | $199K | Hold |
1,196
| – | – | 0.09% | 68 |
|
|
2019
Q2 | $195K | Buy |
+1,196
| New | +$195K | 0.09% | 59 |
|