Center for Financial 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
Q2
$3.88M Hold
2025
Q1
$3.28M Buy
2024
Q4
$3.42M Buy
2024
Q3
$3.19M Hold
2024
Q2
$3.11M Hold
2024
Q1
$2.86M Buy
2023
Q4
$2.53M Hold
2023
Q3
$2.22M Sell
2023
Q2
$2.33M Sell
2023
Q1
$2.07M Sell
2022
Q4
$1.83M Hold
2022
Q3
$1.84M Hold
2022
Q2
$1.91M Hold
2022
Q1
$2.47M Hold
2021
Q4
$2.75M Hold
2021
Q3
$2.49M Hold
2021
Q2
$2.46M Sell
2021
Q1
$2.21M Buy
2020
Q4
$2.15M Hold
2020
Q3
$1.93M Buy
2020
Q2
$1.41M Buy
2020
Q1
$883K Buy
2019
Q4
$853K Buy