SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $14.5M | Sell |
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2020
Q3 | $13.2M | Sell |
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2020
Q2 | $12M | Buy |
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|
2020
Q1 | $9.31M | Sell |
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|
2019
Q4 | $10.9M | Sell |
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|
2019
Q3 | $10M | Sell |
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|
2019
Q2 | $9.98M | Sell |
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|
2019
Q1 | $9.61M | Sell |
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|
2018
Q4 | $8.76M | Sell |
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|
2018
Q3 | $10.9M | Sell |
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|
2018
Q2 | $10.2M | Sell |
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|
2018
Q1 | $9.75M | Buy |
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|
2017
Q4 | $10M | Sell |
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|
2017
Q3 | $9.75M | Sell |
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|
2017
Q2 | $9.61M | Sell |
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|
2017
Q1 | $9.27M | Sell |
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|
2016
Q4 | $8.91M | Sell |
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|
2016
Q3 | $8.98M | Buy |
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|
2016
Q2 | $8.16M | Sell |
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|
2016
Q1 | $8.28M | Sell |
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|
2015
Q4 | $8.46M | Sell |
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|
2015
Q3 | $8.2M | Sell |
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|
2015
Q2 | $8.79M | Sell |
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|
2015
Q1 | $8.6M | Sell |
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|
2014
Q4 | $8.74M | Buy |
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|
2014
Q3 | $8.3M | Sell |
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|
2014
Q2 | $8.54M | Buy |
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|
2014
Q1 | $8.05M | Buy |
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|
2013
Q4 | $7.91M | Buy |
|