Abacus Planning Group’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
2025
Q3
$412K Buy
2025
Q2
$340K Buy
2025
Q1
$281K Hold
2024
Q4
$310K Hold
2024
Q3
$290K Hold
2024
Q2
$283K Hold
2024
Q1
$260K Sell
2023
Q4
$236K Buy
2022
Q1
Sell
2021
Q4
$382K Hold
2021
Q3
$346K Hold
2021
Q2
$342K Hold
2021
Q1
$306K Hold
2020
Q4
$302K Hold
2020
Q3
$271K Hold
2020
Q2
$241K Buy
2020
Q1
Sell
2019
Q4
$217K Buy