TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $583K | Buy |
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|
2024
Q3 | $263K | Sell |
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|
2024
Q2 | $261K | Hold |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $272K | Sell |
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|
2023
Q2 | $288K | Hold |
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|
2023
Q1 | $253K | Hold |
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|
2022
Q4 | $216K | Sell |
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|
2022
Q3 | $358K | Buy |
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|
2022
Q2 | $321K | Sell |
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|
2022
Q1 | $712K | Buy |
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|
2021
Q4 | $216K | Sell |
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|
2021
Q3 | $220K | Sell |
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|
2021
Q2 | $224K | Sell |
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|
2021
Q1 | $226K | Sell |
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|
2020
Q4 | $233K | Sell |
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|
2020
Q3 | $234K | Sell |
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|
2020
Q2 | $261K | Hold |
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|
2020
Q1 | $202K | Buy |
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|
2019
Q4 | $231K | Sell |
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|
2019
Q3 | $227K | Hold |
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|
2019
Q2 | $224K | Sell |
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|
2019
Q1 | $214K | Buy |
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