BFP
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Briaud Financial Planning’s Vanguard Growth ETF VUG Stock Holding History

Briaud Financial Planning’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$355K Hold
812
– – 0.14% 22
2025
Q1 		$301K Buy
812
+662
+441% +$245K 0.12% 22
2024
Q4 		$61K Hold
150
– – 0.02% 74
2024
Q3 		$57K Hold
150
– – 0.03% 57
2024
Q2 		$56K Buy
+150
New +$56K 0.03% 53