Wharton Business 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,805
| Closed | -$365K | – | 117 |
|
|
2020
Q2 | $365K | Hold |
1,805
| – | – | 0.04% | 80 |
|
|
2020
Q1 | $283K | Hold |
1,805
| – | – | 0.03% | 79 |
|
|
2019
Q4 | $329K | Hold |
1,805
| – | – | 0.03% | 87 |
|
|
2019
Q3 | $300K | Hold |
1,805
| – | – | 0.03% | 79 |
|
|
2019
Q2 | $295K | Sell |
1,805
-34
| -2% | -$5.56K | 0.03% | 81 |
|
|
2019
Q1 | $288K | Buy |
1,839
+34
| +2% | +$5.33K | 0.03% | 82 |
|
|
2018
Q4 | $242K | Hold |
1,805
| – | – | 0.03% | 91 |
|
|
2018
Q3 | $291K | Hold |
1,805
| – | – | 0.03% | 86 |
|
|
2018
Q2 | $270K | Hold |
1,805
| – | – | 0.03% | 88 |
|
|
2018
Q1 | $256K | Hold |
1,805
| – | – | 0.03% | 92 |
|
|
2017
Q4 | $254K | Hold |
1,805
| – | – | 0.03% | 96 |
|
|
2017
Q3 | $240K | Buy |
+1,805
| New | +$240K | 0.03% | 100 |
|