Shone Asset Management’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$5.27M Sell
21,089
-918
-4% -$229K 4.09% 11
2020
Q3
$5.22M Sell
22,007
-376
-2% -$89.2K 4.66% 10
2020
Q2
$4.73M Sell
22,383
-523
-2% -$110K 4.68% 10
2020
Q1
$4M Buy
+22,906
New +$4M 4.74% 9