TCPWM
Traverso Chambers Private Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $14.4M | Buy |
46,409
+797
| +2% | +$248K | 3.5% | 9 |
|
|
2023
Q3 | $12.4M | Buy |
45,612
+933
| +2% | +$254K | 3.32% | 8 |
|
|
2023
Q2 | $12.6M | Sell |
44,679
-2,930
| -6% | -$829K | 3.32% | 9 |
|
|
2023
Q1 | $11.9M | Buy |
47,609
+342
| +0.7% | +$85.3K | 3.26% | 9 |
|
|
2022
Q4 | $10.1M | Buy |
47,267
+265
| +0.6% | +$56.5K | 2.9% | 12 |
|
|
2022
Q3 | $10.1M | Buy |
47,002
+420
| +0.9% | +$89.9K | 3.08% | 11 |
|
|
2022
Q2 | $10.4M | Buy |
46,582
+2,181
| +5% | +$486K | 3.47% | 7 |
|
|
2022
Q1 | $12.8M | Buy |
44,401
+937
| +2% | +$269K | 3.81% | 6 |
|
|
2021
Q4 | $13.9M | Buy |
43,464
+850
| +2% | +$273K | 4.14% | 7 |
|
|
2021
Q3 | $12.4M | Buy |
42,614
+25
| +0.1% | +$7.25K | 3.85% | 7 |
|
|
2021
Q2 | $12.2M | Buy |
42,589
+864
| +2% | +$248K | 3.85% | 9 |
|
|
2021
Q1 | $10.7M | Sell |
41,725
-9
| -0% | -$2.31K | 3.62% | 9 |
|
|
2020
Q4 | $10.6M | Sell |
41,734
-1,381
| -3% | -$350K | 3.8% | 7 |
|
|
2020
Q3 | $9.81M | Sell |
43,115
-3,302
| -7% | -$752K | 3.79% | 7 |
|
|
2020
Q2 | $9.38M | Buy |
46,417
+1,215
| +3% | +$246K | 3.93% | 7 |
|
|
2020
Q1 | $7.08M | Buy |
45,202
+5,636
| +14% | +$883K | 3.34% | 8 |
|
|
2019
Q4 | $7.21M | Sell |
39,566
-391
| -1% | -$71.2K | 3.06% | 10 |
|
|
2019
Q3 | $6.64M | Buy |
39,957
+647
| +2% | +$108K | 3.18% | 11 |
|
|
2019
Q2 | $6.52M | Buy |
39,310
+922
| +2% | +$153K | 3.18% | 11 |
|
|
2019
Q1 | $6.01M | Buy |
38,388
+2,231
| +6% | +$349K | 2.94% | 11 |
|
|
2018
Q4 | $4.86M | Buy |
+36,157
| New | +$4.86M | 2.62% | 11 |
|