ULWM
Upper Left Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,593
| Closed | -$495K | – | 65 |
|
|
2023
Q4 | $495K | Sell |
1,593
-40
| -2% | -$12.4K | 0.49% | 44 |
|
|
2023
Q3 | $445K | Sell |
1,633
-2,375
| -59% | -$647K | 0.46% | 39 |
|
|
2023
Q2 | $1.13M | Sell |
4,008
-384
| -9% | -$109K | 1.26% | 25 |
|
|
2023
Q1 | $1.1M | Sell |
4,392
-384
| -8% | -$95.8K | 1.24% | 26 |
|
|
2022
Q4 | $1.02M | Buy |
+4,776
| New | +$1.02M | 1.2% | 28 |
|