Stanford Investment Group’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,165
| Closed | -$130K | – | 297 |
|
|
2016
Q4 | $130K | Hold |
1,165
| – | – | 0.06% | 75 |
|
|
2016
Q3 | $131K | Hold |
1,165
| – | – | 0.06% | 81 |
|
|
2016
Q2 | $125K | Hold |
1,165
| – | – | 0.06% | 80 |
|
|
2016
Q1 | $124K | Buy |
1,165
+918
| +372% | +$97.7K | 0.07% | 81 |
|
|
2015
Q4 | $26K | Hold |
247
| – | – | 0.01% | 196 |
|
|
2015
Q3 | $25K | Hold |
247
| – | – | 0.02% | 199 |
|
|
2015
Q2 | $26K | Hold |
247
| – | – | 0.02% | 204 |
|
|
2015
Q1 | $26K | Hold |
247
| – | – | 0.02% | 205 |
|
|
2014
Q4 | $26K | Buy |
+247
| New | +$26K | 0.02% | 204 |
|