Sullivan, Bruyette, Speros & Blaney’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $4.28M | Sell |
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|
2020
Q4 | $4.42M | Sell |
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|
2020
Q3 | $3.99M | Sell |
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|
2020
Q2 | $3.71M | Sell |
|
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|
2020
Q1 | $2.88M | Sell |
|
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|
2019
Q4 | $3.35M | Sell |
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|
2019
Q3 | $3.14M | Buy |
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|
2019
Q2 | $3.05M | Sell |
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|
2019
Q1 | $3.36M | Hold |
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|
2018
Q4 | $2.89M | Sell |
|
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|
2018
Q3 | $4.25M | Sell |
|
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|
2018
Q2 | $3.96M | Sell |
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|
2018
Q1 | $3.86M | Sell |
|
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|
2017
Q4 | $3.91M | Sell |
|
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|
2017
Q3 | $3.7M | Sell |
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|
2017
Q2 | $5.69M | Sell |
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|
2017
Q1 | $7.94M | Sell |
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|
2016
Q4 | $9.5M | Sell |
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|
2016
Q3 | $9.68M | Sell |
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|
2016
Q2 | $9.38M | Buy |
|