Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.13M | Sell |
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|
2023
Q2 | $12.6M | Sell |
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|
2023
Q1 | $12.6M | Sell |
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|
2022
Q4 | $39.8M | Buy |
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|
2022
Q3 | $622K | Buy |
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|
2022
Q2 | $624K | Buy |
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|
2022
Q1 | $494K | Buy |
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|
2021
Q4 | $394K | Hold |
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|
2021
Q3 | $356K | Buy |
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|
2021
Q2 | $287K | Hold |
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|
2021
Q1 | $265K | Sell |
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|
2020
Q4 | $495K | Buy |
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|
2020
Q3 | $165K | Hold |
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|
2020
Q2 | $147K | Sell |
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|
2020
Q1 | $155K | Hold |
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|
2019
Q4 | $180K | Hold |
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|
2019
Q3 | $164K | Buy |
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|
2019
Q2 | $159K | Buy |
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|
2019
Q1 | $99K | Hold |
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|
2018
Q4 | $85K | Hold |
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|
2018
Q3 | $102K | Sell |
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|
2018
Q2 | $104K | Sell |
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|
2018
Q1 | $127K | Buy |
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|
2017
Q4 | $116K | Sell |
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|
2017
Q3 | $153K | Hold |
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|
2017
Q2 | $146K | Hold |
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|
2017
Q1 | $140K | Hold |
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|
2016
Q4 | $129K | Buy |
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|
2016
Q3 | $37K | Buy |
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