Wealth Alliance’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-1,732
| Closed | -$439K | – | 412 |
|
2020
Q4 | $439K | Sell |
1,732
-821
| -32% | -$208K | 0.13% | 190 |
|
2020
Q3 | $581K | Sell |
2,553
-115
| -4% | -$26.2K | 0.21% | 122 |
|
2020
Q2 | $539K | Sell |
2,668
-191
| -7% | -$38.6K | 0.21% | 124 |
|
2020
Q1 | $448K | Buy |
+2,859
| New | +$448K | 0.24% | 114 |
|