Wealthstreet Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $95K | Hold |
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|
2021
Q4 | $107K | Hold |
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|
2021
Q3 | $96K | Hold |
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|
2021
Q2 | $95K | Sell |
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|
2021
Q1 | $440K | Buy |
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|
2020
Q4 | $225K | Hold |
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|
2020
Q3 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $235K | Hold |
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|
2019
Q3 | $219K | Sell |
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|
2019
Q2 | $211K | Hold |
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|
2019
Q1 | $202K | Buy |
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