Strategic Wealth Management 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
2021
Q2
$344K Buy
1,199
+145
+14% +$41.6K 0.13% 88
2021
Q1
$271K Buy
1,054
+1
+0.1% +$257 0.1% 113
2020
Q4
$267K Buy
1,053
+1
+0.1% +$254 0.12% 102
2020
Q3
$239K Sell
1,052
-472
-31% -$107K 0.12% 101
2020
Q2
$308K Buy
+1,524
New +$308K 0.18% 66