Wealth & Pension Services Group’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
$384K Sell
2,310
-75
-3% -$12.5K 0.28% 86
2019
Q2
$390K Sell
2,385
-450
-16% -$73.6K 0.28% 81
2019
Q1
$373K Buy
2,835
+450
+19% +$59.2K 0.29% 81
2018
Q4
$320K Sell
2,385
-26
-1% -$3.49K 0.29% 79
2018
Q3
$388K Buy
+2,411
New +$388K 0.39% 57