Bernardo Wealth 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
2026 Q1	$653K	Sell	8,970 -72	-0.8%	-$5.6K	0.13%	68
2025 Q4	$735K	Sell	9,042 -66	-0.7%	-$5.36K	0.14%	65
2025 Q3	$728K	Buy	9,108 +120	+1%	+$9.17K	0.14%	58
2025 Q2	$657K	Buy	8,988 +2,736	+44%	+$180K	0.14%	60
2025 Q1	$386K	Buy	6,252 +6	+0.1%	+$405	0.09%	77
2024 Q4	$424K	Sell	6,246 -72	-1%	-$4.84K	0.1%	72
2024 Q3	$410K	Sell	6,318 -6	-0.1%	-$372	0.1%	72
2024 Q2	$394K	Buy	6,324 +30	+0.5%	+$1.75K	0.11%	67
2024 Q1	$361K	Buy	6,294 +6	+0.1%	+$330	0.1%	71
2023 Q4	$326K	Buy	6,288 +294	+5%	+$14.2K	0.1%	69
2023 Q3	$272K	Buy	5,994 +1,212	+25%	+$57.2K	0.11%	68
2023 Q2	$226K	Buy	+4,782	New	+$207K	0.09%	77
2021 Q1	–	Sell	-9,690	Closed	-$409K	–	156
2020 Q4	$409K	Buy	9,690 +600	+7%	+$23.9K	0.16%	112
2020 Q3	$344K	Buy	+9,090	New	+$336K	0.15%	110