Pinnacle Private Wealth’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
$327K Sell
1,466
-140
-9% -$31.2K 0.13% 182
2022
Q1
$462K Sell
1,606
-429
-21% -$123K 0.14% 164
2021
Q4
$653K Buy
+2,035
New +$653K 0.2% 119