Private Ocean’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $598K | Hold |
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|
2024
Q1 | $551K | Sell |
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|
2023
Q4 | $506K | Sell |
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|
2023
Q3 | $452K | Buy |
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|
2023
Q2 | $462K | Buy |
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|
2023
Q1 | $385K | Hold |
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|
2022
Q4 | $329K | Hold |
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|
2022
Q3 | $330K | Hold |
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|
2022
Q2 | $344K | Hold |
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|
2022
Q1 | $444K | Hold |
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|
2021
Q4 | $496K | Hold |
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|
2021
Q3 | $448K | Hold |
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|
2021
Q2 | $443K | Sell |
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|
2021
Q1 | $403K | Hold |
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|
2020
Q4 | $397K | Hold |
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|
2020
Q3 | $357K | Buy |
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|
2020
Q2 | $302K | Sell |
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|
2020
Q1 | $240K | Buy |
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|
2019
Q4 | $273K | Sell |
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|
2019
Q3 | $353K | Hold |
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|
2019
Q2 | $346K | Hold |
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|
2019
Q1 | $332K | Buy |
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|
2018
Q4 | $127K | Sell |
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|
2018
Q3 | $161K | Sell |
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|
2018
Q2 | $471K | Buy |
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|
2018
Q1 | $407K | Buy |
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