SIC
SJS Investment Consulting’s Vanguard Growth ETF VUG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $214K | Buy |
487
+20
| +4% | +$8.77K | 0.03% | 94 |
|
2025
Q1 | $173K | Hold |
467
| – | – | 0.03% | 101 |
|
2024
Q4 | $192K | Sell |
467
-3
| -0.6% | -$1.23K | 0.03% | 96 |
|
2024
Q3 | $180K | Buy |
470
+3
| +0.6% | +$1.15K | 0.03% | 104 |
|
2024
Q2 | $175K | Hold |
467
| – | – | 0.03% | 94 |
|
2024
Q1 | $161K | Buy |
+467
| New | +$161K | 0.03% | 98 |
|
2023
Q4 | – | Sell |
-135
| Closed | -$36.8K | – | 1663 |
|
2023
Q3 | $36.8K | Buy |
+135
| New | +$36.8K | 0.01% | 182 |
|