TFO Wealth Partners’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
Q4 | – | Sell |
-226
| Closed | -$63.9K | – | 1098 |
|
|
2023
Q3 | $63.9K | Buy |
+226
| New | +$63.9K | 0.01% | 77 |
|
|
2022
Q3 | – | Sell |
-555
| Closed | -$124K | – | 493 |
|
|
2022
Q2 | $124K | Buy |
555
+539
| +3,369% | +$120K | 0.03% | 54 |
|
|
2022
Q1 | $5K | Buy |
+16
| New | +$5K | ﹤0.01% | 103 |
|
|
2020
Q4 | – | Sell |
-81
| Closed | -$18K | – | 172 |
|
|
2020
Q3 | $18K | Buy |
+81
| New | +$18K | 0.01% | 64 |
|