Relaxing Retirement Coach’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-1,759
| Closed | -$237K | – | 52 |
|
2018
Q4 | $237K | Sell |
1,759
-211
| -11% | -$28.4K | 0.08% | 49 |
|
2018
Q3 | $317K | Hold |
1,970
| – | – | 0.1% | 47 |
|
2018
Q2 | $295K | Sell |
1,970
-1,506
| -43% | -$226K | 0.09% | 45 |
|
2018
Q1 | $493K | Sell |
3,476
-350
| -9% | -$49.6K | 0.16% | 41 |
|
2017
Q4 | $538K | Buy |
+3,826
| New | +$538K | 0.17% | 44 |
|