WestHill Financial 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
Q4 | – | Sell |
-10
| Closed | -$2.78K | – | 114 |
|
|
2023
Q3 | $2.78K | Hold |
10
| – | – | ﹤0.01% | 113 |
|
|
2023
Q2 | $2.89K | Sell |
10
-32
| -76% | -$9.25K | ﹤0.01% | 107 |
|
|
2023
Q1 | $10.5K | Sell |
42
-33
| -44% | -$8.27K | ﹤0.01% | 100 |
|
|
2022
Q4 | $16K | Buy |
75
+65
| +650% | +$13.9K | 0.01% | 100 |
|
|
2022
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 109 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 112 |
|
|
2022
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 119 |
|
|
2021
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 122 |
|
|
2021
Q3 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 105 |
|
|
2021
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 83 |
|
|
2020
Q4 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 81 |
|