Bernardo Wealth 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 | $657K | Buy |
1,498
+456
| +44% | +$200K | 0.14% | 60 |
|
|
2025
Q1 | $386K | Buy |
1,042
+1
| +0.1% | +$370 | 0.09% | 77 |
|
|
2024
Q4 | $424K | Sell |
1,041
-12
| -1% | -$4.89K | 0.1% | 72 |
|
|
2024
Q3 | $410K | Sell |
1,053
-1
| -0.1% | -$389 | 0.1% | 72 |
|
|
2024
Q2 | $394K | Buy |
1,054
+5
| +0.5% | +$1.87K | 0.11% | 67 |
|
|
2024
Q1 | $361K | Buy |
1,049
+1
| +0.1% | +$344 | 0.1% | 71 |
|
|
2023
Q4 | $326K | Buy |
1,048
+49
| +5% | +$15.2K | 0.1% | 69 |
|
|
2023
Q3 | $272K | Buy |
999
+202
| +25% | +$55K | 0.11% | 68 |
|
|
2023
Q2 | $226K | Buy |
+797
| New | +$226K | 0.09% | 77 |
|
|
2021
Q1 | – | Sell |
-1,615
| Closed | -$409K | – | 156 |
|
|
2020
Q4 | $409K | Buy |
1,615
+100
| +7% | +$25.3K | 0.16% | 112 |
|
|
2020
Q3 | $344K | Buy |
+1,515
| New | +$344K | 0.15% | 110 |
|