Stewardship Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $150K | Buy |
583
+128
| +28% | +$32.9K | 0.05% | 65 |
|
|
2020
Q4 | $115K | Sell |
455
-36
| -7% | -$9.1K | 0.04% | 65 |
|
|
2020
Q3 | $112K | Hold |
491
| – | – | 0.05% | 60 |
|
|
2020
Q2 | $99K | Hold |
491
| – | – | 0.04% | 55 |
|
|
2020
Q1 | $77K | Hold |
491
| – | – | 0.04% | 45 |
|
|
2019
Q4 | $89K | Hold |
491
| – | – | 0.03% | 58 |
|
|
2019
Q3 | $82K | Buy |
+491
| New | +$82K | 0.03% | 53 |
|
|
2019
Q2 | – | Sell |
-511
| Closed | -$80K | – | 75 |
|
|
2019
Q1 | $80K | Buy |
+511
| New | +$80K | 0.04% | 52 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$81K | – | 79 |
|
|
2018
Q3 | $81K | Buy |
+500
| New | +$81K | 0.04% | 55 |
|