American Planning Services’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $237K | Sell |
616
-19
| -3% | -$7.3K | 0.19% | 48 |
|
|
2024
Q2 | $237K | Buy |
635
+19
| +3% | +$7.11K | 0.17% | 49 |
|
|
2024
Q1 | $212K | Buy |
+616
| New | +$212K | 0.15% | 48 |
|
|
2022
Q4 | – | Sell |
-1
| Closed | -$292 | – | 28 |
|
|
2022
Q3 | $292 | Sell |
1
-2,404
| -100% | -$702K | 0.36% | 19 |
|
|
2022
Q2 | $536K | Hold |
2,405
| – | – | 0.6% | 13 |
|
|
2022
Q1 | $692K | Sell |
2,405
-10,475
| -81% | -$3.01M | 0.74% | 12 |
|
|
2021
Q4 | $4.13M | Buy |
+12,880
| New | +$4.13M | 3.66% | 7 |
|