WEC
Winslow Evans & Crocker’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.43M | Buy |
5,656
+4,867
| +617% | +$1.23M | 0.27% | 84 |
|
|
2020
Q3 | $180K | Sell |
789
-310
| -28% | -$70.7K | 0.04% | 281 |
|
|
2020
Q2 | $222K | Buy |
1,099
+429
| +64% | +$86.7K | 0.06% | 259 |
|
|
2020
Q1 | $106K | Buy |
670
+10
| +2% | +$1.58K | 0.03% | 322 |
|
|
2019
Q4 | $122K | Buy |
660
+176
| +36% | +$32.5K | 0.03% | 369 |
|
|
2019
Q3 | $82K | Buy |
484
+98
| +25% | +$16.6K | 0.02% | 429 |
|
|
2019
Q2 | $64K | Sell |
386
-264
| -41% | -$43.8K | 0.02% | 471 |
|
|
2019
Q1 | $102K | Buy |
650
+544
| +513% | +$85.4K | 0.03% | 383 |
|
|
2018
Q4 | $16K | Sell |
106
-84
| -44% | -$12.7K | 0.01% | 679 |
|
|
2018
Q3 | $32K | Hold |
190
| – | – | 0.01% | 571 |
|
|
2018
Q2 | $30K | Buy |
190
+34
| +22% | +$5.37K | 0.01% | 604 |
|
|
2018
Q1 | $22K | Sell |
156
-920
| -86% | -$130K | 0.01% | 625 |
|
|
2017
Q4 | $151K | Buy |
1,076
+70
| +7% | +$9.84K | 0.05% | 300 |
|
|
2017
Q3 | $133K | Sell |
1,006
-3,689
| -79% | -$489K | 0.04% | 308 |
|
|
2017
Q2 | $596K | Buy |
4,695
+209
| +5% | +$26.6K | 0.16% | 142 |
|
|
2017
Q1 | $546K | Buy |
4,486
+1,526
| +52% | +$186K | 0.17% | 134 |
|
|
2016
Q4 | $330K | Buy |
2,960
+314
| +12% | +$35K | 0.1% | 202 |
|
|
2016
Q3 | $297K | Buy |
2,646
+2,420
| +1,071% | +$272K | 0.09% | 237 |
|
|
2016
Q2 | $24.1K | Buy |
226
+191
| +546% | +$20.4K | 0.01% | 655 |
|
|
2016
Q1 | $3.73K | Sell |
35
-1
| -3% | -$106 | ﹤0.01% | 1077 |
|
|
2015
Q4 | $3.72K | Buy |
+36
| New | +$3.72K | ﹤0.01% | 1125 |
|