Beacon Financial Planning’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 | $417K | Buy |
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|
2025
Q2 | $380K | Hold |
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|
2025
Q1 | $322K | Buy |
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|
2024
Q4 | $356K | Sell |
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|
2024
Q3 | $337K | Buy |
|
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|
2024
Q2 | $323K | Hold |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $325K | Buy |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $293K | Buy |
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|
2023
Q1 | $241K | Buy |
|