Steward Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $36K | Hold |
135
| – | – | 0.01% | 180 |
|
|
2023
Q2 | $38K | Buy |
+135
| New | +$38K | 0.01% | 174 |
|
|
2022
Q3 | – | Sell |
-135
| Closed | -$30K | – | 1295 |
|
|
2022
Q2 | $30K | Buy |
135
+51
| +61% | +$11.3K | 0.02% | 137 |
|
|
2022
Q1 | $24K | Buy |
84
+21
| +33% | +$6K | 0.02% | 140 |
|
|
2021
Q4 | $20K | Buy |
+63
| New | +$20K | 0.02% | 123 |
|