YorkBridge Wealth Partners’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
Q4 | $1.45M | Buy |
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2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $356K | Buy |
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|
2021
Q4 | $387K | Buy |
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|
2021
Q3 | $350K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $19K | Hold |
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|
2019
Q1 | $18K | Sell |
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|
2018
Q4 | $18K | Buy |
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|
2018
Q3 | $19K | Hold |
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|
2018
Q2 | $17K | Hold |
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|
2018
Q1 | $16K | Hold |
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|
2017
Q4 | $16K | Hold |
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|
2017
Q3 | $15K | Hold |
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|
2017
Q2 | $15K | Hold |
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|
2017
Q1 | $14K | Hold |
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|
2016
Q4 | $13K | Buy |
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