Southern Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $20.9M | Buy |
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|
2022
Q4 | $17.8M | Sell |
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|
2022
Q3 | $19.2M | Sell |
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|
2022
Q2 | $20.9M | Sell |
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|
2022
Q1 | $27.5M | Sell |
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|
2021
Q4 | $30.8M | Sell |
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|
2021
Q3 | $41.3M | Sell |
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|
2021
Q2 | $42.6M | Sell |
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|
2021
Q1 | $37.4M | Sell |
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|
2020
Q4 | $39.5M | Buy |
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|
2020
Q3 | $35.4M | Buy |
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|
2020
Q2 | $20.6M | Sell |
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|
2020
Q1 | $16M | Buy |
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|
2019
Q4 | $18.5M | Buy |
|