TWA
Tillar-Wenstrup Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,684
| Closed | -$2.06M | – | 38 |
|
|
2022
Q4 | $2.06M | Sell |
9,684
-16,558
| -63% | -$3.53M | 1% | 24 |
|
|
2022
Q3 | $5.62M | Buy |
26,242
+1,289
| +5% | +$276K | 2.8% | 14 |
|
|
2022
Q2 | $5.56M | Buy |
24,953
+893
| +4% | +$199K | 2.78% | 14 |
|
|
2022
Q1 | $6.92M | Sell |
24,060
-151
| -0.6% | -$43.4K | 3.31% | 13 |
|
|
2021
Q4 | $7.77M | Buy |
24,211
+31
| +0.1% | +$9.95K | 3.66% | 13 |
|
|
2021
Q3 | $7.02M | Buy |
24,180
+267
| +1% | +$77.5K | 3.25% | 14 |
|
|
2021
Q2 | $6.86M | Sell |
23,913
-13,950
| -37% | -$4M | 3.12% | 16 |
|
|
2021
Q1 | $9.73M | Sell |
37,863
-51,400
| -58% | -$13.2M | 4.75% | 8 |
|
|
2020
Q4 | $22.6M | Buy |
89,263
+3,406
| +4% | +$863K | 11.71% | 1 |
|
|
2020
Q3 | $19.5M | Sell |
85,857
-8,061
| -9% | -$1.83M | 11.33% | 1 |
|
|
2020
Q2 | $19M | Sell |
93,918
-243
| -0.3% | -$49.1K | 11.5% | 1 |
|
|
2020
Q1 | $14.8M | Buy |
+94,161
| New | +$14.8M | 13.7% | 1 |
|