Reilly Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $776K | Sell |
|
|||||
|
2021
Q3 | $711K | Buy |
|
|||||
|
2021
Q2 | $576K | Buy |
|
|||||
|
2021
Q1 | $502K | Sell |
|
|||||
|
2020
Q4 | $500K | Sell |
|
|||||
|
2020
Q3 | $451K | Buy |
|
|||||
|
2020
Q2 | $360K | Sell |
|
|||||
|
2020
Q1 | $289K | Sell |
|
|||||
|
2019
Q4 | $346K | Buy |
|
|||||
|
2019
Q3 | $298K | Sell |
|
|||||
|
2019
Q2 | $300K | Buy |
|
|||||
|
2019
Q1 | $263K | Sell |
|
|||||
|
2018
Q4 | $356K | Sell |
|
|||||
|
2018
Q3 | $435K | Sell |
|
|||||
|
2018
Q2 | $451K | Sell |
|
|||||
|
2018
Q1 | $430K | Sell |
|
|||||
|
2017
Q4 | $493K | Sell |
|
|||||
|
2017
Q3 | $1.38M | Sell |
|
|||||
|
2017
Q2 | $1.42M | Buy |
|
|||||
|
2017
Q1 | $1.32M | Buy |
|
|||||
|
2016
Q4 | $1.1M | Sell |
|
|||||
|
2016
Q3 | $1.13M | Buy |
|
|||||
|
2016
Q2 | $979K | Buy |
|
|||||
|
2016
Q1 | $890K | Buy |
|
|||||
|
2015
Q4 | $830K | Sell |
|
|||||
|
2015
Q3 | $811K | Buy |
|
|||||
|
2015
Q2 | $734K | Buy |
|
|||||
|
2015
Q1 | $617K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $53K | Sell |
|
|||||
|
2013
Q4 | $56K | Buy |
|
|||||
|
2013
Q3 | $3K | Hold |
|
|||||
|
2013
Q2 | $3K | Buy |
|