TA
Tiedemann Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.33M | Buy |
19,568
+11
| +0.1% | +$3K | 0.23% | 46 |
|
|
2023
Q2 | $5.53M | Buy |
19,557
+1,346
| +7% | +$381K | 0.24% | 43 |
|
|
2023
Q1 | $4.54M | Buy |
18,211
+4,887
| +37% | +$1.22M | 0.21% | 46 |
|
|
2022
Q4 | $2.84M | Buy |
13,324
+1,631
| +14% | +$348K | 0.14% | 62 |
|
|
2022
Q3 | $2.5M | Hold |
11,693
| – | – | 0.15% | 65 |
|
|
2022
Q2 | $2.6M | Buy |
11,693
+70
| +0.6% | +$15.6K | 0.2% | 60 |
|
|
2022
Q1 | $3.34M | Sell |
11,623
-35
| -0.3% | -$10.1K | 0.17% | 66 |
|
|
2021
Q4 | $3.74M | Hold |
11,658
| – | – | 0.18% | 63 |
|
|
2021
Q3 | $3.38M | Sell |
11,658
-8,058
| -41% | -$2.34M | 0.18% | 65 |
|
|
2021
Q2 | $5.66M | Hold |
19,716
| – | – | 0.23% | 50 |
|
|
2021
Q1 | $5.07M | Sell |
19,716
-105
| -0.5% | -$27K | 0.22% | 49 |
|
|
2020
Q4 | $5.02M | Buy |
19,821
+4,015
| +25% | +$1.02M | 0.24% | 48 |
|
|
2020
Q3 | $3.6M | Sell |
15,806
-454
| -3% | -$103K | 0.17% | 83 |
|
|
2020
Q2 | $3.29M | Sell |
16,260
-1,648
| -9% | -$333K | 0.17% | 88 |
|
|
2020
Q1 | $2.81M | Buy |
17,908
+3,436
| +24% | +$538K | 0.18% | 85 |
|
|
2019
Q4 | $2.63M | Sell |
14,472
-3,954
| -21% | -$720K | 0.13% | 98 |
|
|
2019
Q3 | $3.06M | Buy |
18,426
+6,345
| +53% | +$1.06M | 0.15% | 92 |
|
|
2019
Q2 | $1.98M | Buy |
12,081
+3,650
| +43% | +$598K | 0.1% | 108 |
|
|
2019
Q1 | $1.32M | Buy |
8,431
+9
| +0.1% | +$1.41K | 0.06% | 183 |
|
|
2018
Q4 | $1.13M | Sell |
8,422
-244
| -3% | -$32.7K | 0.06% | 194 |
|
|
2018
Q3 | $1.4M | Sell |
8,666
-33
| -0.4% | -$5.32K | 0.08% | 139 |
|
|
2018
Q2 | $1.3M | Buy |
8,699
+475
| +6% | +$71.1K | 0.08% | 139 |
|
|
2018
Q1 | $1.17M | Buy |
8,224
+45
| +0.6% | +$6.38K | 0.08% | 136 |
|
|
2017
Q4 | $1.15M | Sell |
8,179
-1,786
| -18% | -$251K | 0.09% | 109 |
|
|
2017
Q3 | $1.15M | Buy |
9,965
+1,441
| +17% | +$167K | 0.1% | 138 |
|
|
2017
Q2 | $1.08M | Buy |
8,524
+2,062
| +32% | +$262K | 0.08% | 204 |
|
|
2017
Q1 | $786K | Hold |
6,462
| – | – | 0.07% | 211 |
|
|
2016
Q4 | $720K | Buy |
+6,462
| New | +$720K | 0.07% | 178 |
|