WFA
Wipfli Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $984K | Buy |
4,598
+488
| +12% | +$104K | 0.07% | 121 |
|
|
2022
Q2 | $916K | Buy |
4,110
+1
| +0% | +$223 | 0.1% | 39 |
|
|
2022
Q1 | $1.18M | Buy |
4,109
+484
| +13% | +$139K | 0.12% | 38 |
|
|
2021
Q4 | $1.16M | Sell |
3,625
-664
| -15% | -$213K | 0.13% | 17 |
|
|
2021
Q3 | $1.24M | Hold |
4,289
| – | – | 0.16% | 19 |
|
|
2021
Q2 | $1.23M | Sell |
4,289
-70
| -2% | -$20.1K | 0.17% | 18 |
|
|
2021
Q1 | $1.12M | Hold |
4,359
| – | – | 0.61% | 11 |
|
|
2020
Q4 | $1.1M | Buy |
+4,359
| New | +$1.1M | 0.66% | 10 |
|