TrueWealth LLC’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $115K | Buy |
569
+50
| +10% | +$10.1K | 0.05% | 190 |
|
|
2020
Q1 | $81K | Buy |
519
+68
| +15% | +$10.6K | 0.04% | 203 |
|
|
2019
Q4 | $82K | Sell |
451
-175
| -28% | -$31.8K | 0.03% | 223 |
|
|
2019
Q3 | $104K | Hold |
626
| – | – | 0.04% | 196 |
|
|
2019
Q2 | $102K | Hold |
626
| – | – | 0.05% | 193 |
|
|
2019
Q1 | $98K | Hold |
626
| – | – | 0.05% | 198 |
|
|
2018
Q4 | $84K | Sell |
626
-7
| -1% | -$939 | 0.04% | 200 |
|
|
2018
Q3 | $102K | Hold |
633
| – | – | 0.05% | 195 |
|
|
2018
Q2 | $95K | Buy |
+633
| New | +$95K | 0.05% | 203 |
|