RPg Family Wealth Advisory’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-63
| Closed | -$10.1K | – | 272 |
|
|
2018
Q3 | $10.1K | Buy |
+63
| New | +$10.1K | 0.01% | 254 |
|
|
2018
Q1 | – | Sell |
-230
| Closed | -$32.3K | – | 292 |
|
|
2017
Q4 | $32.3K | Hold |
230
| – | – | 0.03% | 168 |
|
|
2017
Q3 | $30.5K | Hold |
230
| – | – | 0.03% | 185 |
|
|
2017
Q2 | $29.2K | Sell |
230
-725
| -76% | -$92.1K | 0.03% | 212 |
|
|
2017
Q1 | $116K | Sell |
955
-440
| -32% | -$53.5K | 0.1% | 68 |
|
|
2016
Q4 | $156K | Buy |
+1,395
| New | +$156K | 0.13% | 67 |
|