SWM
Sequoia Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,795
| Closed | -$963K | – | 52 |
|
|
2019
Q3 | $963K | Sell |
5,795
-287
| -5% | -$47.7K | 1.97% | 13 |
|
|
2019
Q2 | $1.02M | Buy |
6,082
+396
| +7% | +$66.3K | 0.97% | 20 |
|
|
2019
Q1 | $889K | Sell |
5,686
-85
| -1% | -$13.3K | 0.72% | 28 |
|
|
2018
Q4 | $775K | Buy |
5,771
+1,259
| +28% | +$169K | 0.77% | 25 |
|
|
2018
Q3 | $728K | Hold |
4,512
| – | – | 0.63% | 35 |
|
|
2018
Q2 | $677K | Buy |
4,512
+262
| +6% | +$39.3K | 0.72% | 32 |
|
|
2018
Q1 | $604K | Buy |
4,250
+159
| +4% | +$22.6K | 0.58% | 32 |
|
|
2017
Q4 | $595K | Buy |
+4,091
| New | +$595K | 0.54% | 33 |
|