VWM
Vector Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $4.68M | Sell |
41,934
-1,190
| -3% | -$133K | 3.28% | 8 |
|
|
2016
Q3 | $4.84M | Sell |
43,124
-1,630
| -4% | -$183K | 3.32% | 9 |
|
|
2016
Q2 | $4.8M | Sell |
44,754
-4,610
| -9% | -$494K | 3.27% | 9 |
|
|
2016
Q1 | $5.26M | Sell |
49,364
-1,418
| -3% | -$151K | 3.89% | 8 |
|
|
2015
Q4 | $5.4M | Buy |
50,782
+3,390
| +7% | +$361K | 4.21% | 7 |
|
|
2015
Q3 | $5.19M | Buy |
47,392
+15,069
| +47% | +$1.65M | 4.08% | 7 |
|
|
2015
Q2 | $3.46M | Buy |
32,323
+14,683
| +83% | +$1.57M | 2.73% | 10 |
|
|
2015
Q1 | $1.85M | Buy |
17,640
+12,635
| +252% | +$1.32M | 1.5% | 10 |
|
|
2014
Q4 | $522K | Buy |
+5,005
| New | +$522K | 0.39% | 28 |
|