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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $728K | Buy |
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|
2025
Q2 | $657K | Buy |
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|
2025
Q1 | $386K | Buy |
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|
2024
Q4 | $424K | Sell |
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|
2024
Q3 | $410K | Sell |
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|
2024
Q2 | $394K | Buy |
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|
2024
Q1 | $361K | Buy |
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|
2023
Q4 | $326K | Buy |
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|
2023
Q3 | $272K | Buy |
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|
2023
Q2 | $226K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $409K | Buy |
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|
2020
Q3 | $344K | Buy |
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