Capital 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
$8M Sell
2025
Q2
$7.33M Buy
2025
Q1
$6.14M Buy
2024
Q4
$6.77M Buy
2024
Q3
$5.86M Buy
2024
Q2
$5.52M Buy
2024
Q1
$3.46M Buy
2023
Q4
$2.78M Buy
2023
Q3
$1.74M Buy
2023
Q2
$1.68M Buy
2023
Q1
$1.22M Buy
2022
Q4
$967K Buy
2022
Q3
$751K Buy
2022
Q2
$667K Buy
2022
Q1
$793K Sell
2021
Q4
$889K Buy
2021
Q3
$774K Sell
2021
Q2
$786K Buy
2021
Q1
$444K Buy
2020
Q4
$320K Buy