Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $911K | Hold |
3,347
| – | – | 0.41% | 30 |
|
|
2023
Q2 | $954K | Hold |
3,347
| – | – | 0.41% | 30 |
|
|
2023
Q1 | $824K | Buy |
3,347
+120
| +4% | +$29.5K | 0.39% | 32 |
|
|
2022
Q4 | $688K | Sell |
3,227
-16
| -0.5% | -$3.41K | 0.37% | 32 |
|
|
2022
Q3 | $694K | Buy |
3,243
+7
| +0.2% | +$1.5K | 0.35% | 33 |
|
|
2022
Q2 | $721K | Sell |
3,236
-73
| -2% | -$16.3K | 0.35% | 33 |
|
|
2022
Q1 | $952K | Sell |
3,309
-9
| -0.3% | -$2.59K | 0.34% | 33 |
|
|
2021
Q4 | $1.07M | Sell |
3,318
-35
| -1% | -$11.2K | 0.37% | 30 |
|
|
2021
Q3 | $962K | Sell |
3,353
-15
| -0.4% | -$4.3K | 0.38% | 29 |
|
|
2021
Q2 | $1M | Sell |
3,368
-25
| -0.7% | -$7.45K | 0.37% | 29 |
|
|
2021
Q1 | $924K | Buy |
3,393
+75
| +2% | +$20.4K | 0.37% | 31 |
|
|
2020
Q4 | $841K | Hold |
3,318
| – | – | 0.37% | 29 |
|
|
2020
Q3 | $770K | Buy |
3,318
+45
| +1% | +$10.4K | 0.36% | 29 |
|
|
2020
Q2 | $687K | Hold |
3,273
| – | – | 0.36% | 30 |
|
|
2020
Q1 | $567K | Buy |
+3,273
| New | +$567K | 0.38% | 32 |
|