Sugarloaf Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.55M | Sell |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $218K | Sell |
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|
2023
Q2 | $234K | Buy |
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|
2023
Q1 | $206K | Hold |
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|
2022
Q4 | $176K | Sell |
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|
2022
Q3 | $178K | Sell |
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|
2022
Q2 | $189K | Sell |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $299K | Sell |
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|
2021
Q3 | $277K | Buy |
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|
2021
Q2 | $274K | Sell |
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|
2021
Q1 | $255 | Buy |
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|
2020
Q4 | $251K | Hold |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $210K | Sell |
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|
2020
Q1 | $167K | Hold |
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|
2019
Q4 | $194K | Buy |
|