Triumph Capital Management’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,591
| Closed | -$495K | – | 264 |
|
|
2023
Q4 | $495K | Sell |
1,591
-42
| -3% | -$13.1K | 0.21% | 98 |
|
|
2023
Q3 | $445K | Buy |
1,633
+159
| +11% | +$43.3K | 0.2% | 113 |
|
|
2023
Q2 | $417K | Sell |
1,474
-40
| -3% | -$11.3K | 0.19% | 112 |
|
|
2023
Q1 | $378K | Sell |
1,514
-524
| -26% | -$131K | 0.19% | 106 |
|
|
2022
Q4 | $434K | Buy |
2,038
+155
| +8% | +$33K | 0.23% | 105 |
|
|
2022
Q3 | $403K | Sell |
1,883
-50
| -3% | -$10.7K | 0.22% | 108 |
|
|
2022
Q2 | $431K | Sell |
1,933
-593
| -23% | -$132K | 0.23% | 104 |
|
|
2022
Q1 | $726K | Sell |
2,526
-662
| -21% | -$190K | 0.31% | 75 |
|
|
2021
Q4 | $1.02M | Sell |
3,188
-25
| -0.8% | -$8.02K | 0.44% | 54 |
|
|
2021
Q3 | $932K | Buy |
3,213
+168
| +6% | +$48.7K | 0.44% | 56 |
|
|
2021
Q2 | $894K | Buy |
+3,045
| New | +$894K | 0.52% | 45 |
|