Unionview 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $279K | Sell |
680
-21
| -3% | -$8.62K | 0.2% | 68 |
|
2024
Q3 | $269K | Buy |
701
+2
| +0.3% | +$767 | 0.21% | 74 |
|
2024
Q2 | $262K | Hold |
699
| – | – | 0.21% | 74 |
|
2024
Q1 | $241K | Sell |
699
-137
| -16% | -$47.2K | 0.2% | 76 |
|
2023
Q4 | $260K | Buy |
836
+1
| +0.1% | +$311 | 0.23% | 67 |
|
2023
Q3 | $227K | Buy |
835
+1
| +0.1% | +$272 | 0.21% | 72 |
|
2023
Q2 | $236K | Sell |
834
-18
| -2% | -$5.09K | 0.22% | 74 |
|
2023
Q1 | $213K | Buy |
+852
| New | +$213K | 0.2% | 80 |
|
2022
Q2 | – | Sell |
-736
| Closed | -$212K | – | 97 |
|
2022
Q1 | $212K | Buy |
736
+11
| +2% | +$3.17K | 0.2% | 86 |
|
2021
Q4 | $233K | Buy |
+725
| New | +$233K | 0.22% | 83 |
|