Stone Asset Management’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
Q1 | $295K | Sell |
1,183
-2,200
| -65% | -$549K | 0.47% | 29 |
|
|
2022
Q4 | $721K | Buy |
3,383
+1,453
| +75% | +$310K | 0.45% | 26 |
|
|
2022
Q3 | $413K | Buy |
1,930
+35
| +2% | +$7.49K | 0.27% | 34 |
|
|
2022
Q2 | $422K | Sell |
1,895
-28
| -1% | -$6.24K | 0.27% | 39 |
|
|
2022
Q1 | $553K | Buy |
1,923
+470
| +32% | +$135K | 0.31% | 35 |
|
|
2021
Q4 | $466K | Buy |
+1,453
| New | +$466K | 0.27% | 31 |
|