SWMG
Signature Wealth Management Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-852
| Closed | -$121K | – | 294 |
|
|
2018
Q3 | $121K | Hold |
852
| – | – | 0.09% | 76 |
|
|
2018
Q2 | $128K | Hold |
852
| – | – | 0.09% | 75 |
|
|
2018
Q1 | $121K | Buy |
852
+66
| +8% | +$9.37K | 0.09% | 75 |
|
|
2017
Q4 | $111K | Buy |
+786
| New | +$111K | 0.08% | 75 |
|