APP
Avantax Planning Partners’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
2,817
+121
| +4% | +$53K | 0.04% | 176 |
|
|
2025
Q1 | $1,000K | Sell |
2,696
-257
| -9% | -$95.3K | 0.04% | 185 |
|
|
2024
Q4 | $1.21M | Buy |
2,953
+53
| +2% | +$21.8K | 0.04% | 164 |
|
|
2024
Q3 | $1.11M | Buy |
2,900
+116
| +4% | +$44.5K | 0.04% | 174 |
|
|
2024
Q2 | $1.04M | Buy |
2,784
+313
| +13% | +$117K | 0.03% | 205 |
|
|
2024
Q1 | $851K | Buy |
2,471
+689
| +39% | +$237K | 0.03% | 220 |
|
|
2023
Q4 | $554K | Buy |
1,782
+38
| +2% | +$11.8K | 0.02% | 227 |
|
|
2023
Q3 | $475K | Sell |
1,744
-802
| -32% | -$218K | 0.02% | 233 |
|
|
2023
Q2 | $720K | Sell |
2,546
-3,054
| -55% | -$864K | 0.03% | 200 |
|
|
2023
Q1 | $1.4M | Sell |
5,600
-309
| -5% | -$77.1K | 0.06% | 134 |
|
|
2022
Q4 | $1.26M | Buy |
5,909
+553
| +10% | +$118K | 0.05% | 138 |
|
|
2022
Q3 | $1.15M | Buy |
5,356
+179
| +3% | +$38.3K | 0.05% | 132 |
|
|
2022
Q2 | $1.15M | Sell |
5,177
-211
| -4% | -$47K | 0.05% | 140 |
|
|
2022
Q1 | $1.55M | Sell |
5,388
-29
| -0.5% | -$8.34K | 0.06% | 120 |
|
|
2021
Q4 | $1.74M | Buy |
5,417
+48
| +0.9% | +$15.4K | 0.07% | 114 |
|
|
2021
Q3 | $1.56M | Sell |
5,369
-126
| -2% | -$36.6K | 0.07% | 107 |
|
|
2021
Q2 | $1.58M | Hold |
5,495
| – | – | 0.07% | 102 |
|
|
2021
Q1 | $1.41M | Sell |
5,495
-335
| -6% | -$86.1K | 0.07% | 113 |
|
|
2020
Q4 | $1.48M | Sell |
5,830
-3,437
| -37% | -$871K | 0.08% | 100 |
|
|
2020
Q3 | $2.11M | Sell |
9,267
-423
| -4% | -$96.3K | 0.11% | 79 |
|
|
2020
Q2 | $1.96M | Buy |
9,690
+3,381
| +54% | +$683K | 0.11% | 78 |
|
|
2020
Q1 | $989K | Buy |
6,309
+63
| +1% | +$9.88K | 0.07% | 107 |
|
|
2019
Q4 | $1.14M | Hold |
6,246
| – | – | 0.07% | 104 |
|
|
2019
Q3 | $1.04M | Buy |
6,246
+378
| +6% | +$62.9K | 0.06% | 104 |
|
|
2019
Q2 | $973K | Sell |
5,868
-42
| -0.7% | -$6.96K | 0.06% | 108 |
|
|
2019
Q1 | $924K | Sell |
5,910
-34
| -0.6% | -$5.32K | 0.06% | 107 |
|
|
2018
Q4 | $798K | Sell |
5,944
-108
| -2% | -$14.5K | 0.06% | 109 |
|
|
2018
Q3 | $975K | Sell |
6,052
-178
| -3% | -$28.7K | 0.08% | 80 |
|
|
2018
Q2 | $933K | Sell |
6,230
-196
| -3% | -$29.4K | 0.08% | 82 |
|
|
2018
Q1 | $912K | Buy |
6,426
+223
| +4% | +$31.6K | 0.08% | 107 |
|
|
2017
Q4 | $872K | Sell |
6,203
-4,697
| -43% | -$660K | 0.08% | 111 |
|
|
2017
Q3 | $1.45M | Buy |
10,900
+485
| +5% | +$64.4K | 0.11% | 84 |
|
|
2017
Q2 | $1.32M | Sell |
10,415
-99
| -0.9% | -$12.6K | 0.11% | 88 |
|
|
2017
Q1 | $1.28M | Buy |
10,514
+260
| +3% | +$31.6K | 0.11% | 79 |
|
|
2016
Q4 | $1.14M | Buy |
+10,254
| New | +$1.14M | 0.12% | 80 |
|