Beacon Financial Planning’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Hold |
868
| – | – | 0.21% | 41 |
|
|
2025
Q1 | $322K | Buy |
868
+1
| +0.1% | +$371 | 0.19% | 43 |
|
|
2024
Q4 | $356K | Sell |
867
-12
| -1% | -$4.92K | 0.21% | 40 |
|
|
2024
Q3 | $337K | Buy |
879
+15
| +2% | +$5.76K | 0.21% | 37 |
|
|
2024
Q2 | $323K | Hold |
864
| – | – | 0.22% | 31 |
|
|
2024
Q1 | $297K | Sell |
864
-181
| -17% | -$62.3K | 0.21% | 31 |
|
|
2023
Q4 | $325K | Buy |
1,045
+9
| +0.9% | +$2.8K | 0.25% | 30 |
|
|
2023
Q3 | $282K | Buy |
1,036
+2
| +0.2% | +$544 | 0.24% | 27 |
|
|
2023
Q2 | $293K | Buy |
1,034
+67
| +7% | +$19K | 0.25% | 24 |
|
|
2023
Q1 | $241K | Buy |
+967
| New | +$241K | 0.23% | 22 |
|