CFFP
Center for Financial Planning’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Hold |
8,850
| – | – | 0.45% | 16 |
|
|
2025
Q1 | $3.28M | Buy |
8,850
+513
| +6% | +$190K | 0.42% | 16 |
|
|
2024
Q4 | $3.42M | Buy |
8,337
+16
| +0.2% | +$6.57K | 0.46% | 19 |
|
|
2024
Q3 | $3.19M | Hold |
8,321
| – | – | 0.43% | 18 |
|
|
2024
Q2 | $3.11M | Hold |
8,321
| – | – | 0.45% | 19 |
|
|
2024
Q1 | $2.86M | Buy |
8,321
+175
| +2% | +$60.2K | 0.43% | 20 |
|
|
2023
Q4 | $2.53M | Hold |
8,146
| – | – | 0.47% | 19 |
|
|
2023
Q3 | $2.22M | Sell |
8,146
-100
| -1% | -$27.2K | 0.48% | 20 |
|
|
2023
Q2 | $2.33M | Sell |
8,246
-50
| -0.6% | -$14.1K | 0.49% | 20 |
|
|
2023
Q1 | $2.07M | Sell |
8,296
-285
| -3% | -$71.1K | 0.48% | 23 |
|
|
2022
Q4 | $1.83M | Hold |
8,581
| – | – | 0.44% | 25 |
|
|
2022
Q3 | $1.84M | Hold |
8,581
| – | – | 0.49% | 22 |
|
|
2022
Q2 | $1.91M | Hold |
8,581
| – | – | 0.49% | 21 |
|
|
2022
Q1 | $2.47M | Hold |
8,581
| – | – | 0.51% | 19 |
|
|
2021
Q4 | $2.75M | Hold |
8,581
| – | – | 0.56% | 17 |
|
|
2021
Q3 | $2.49M | Hold |
8,581
| – | – | 0.61% | 17 |
|
|
2021
Q2 | $2.46M | Sell |
8,581
-29
| -0.3% | -$8.32K | 0.61% | 16 |
|
|
2021
Q1 | $2.21M | Buy |
8,610
+139
| +2% | +$35.7K | 0.58% | 16 |
|
|
2020
Q4 | $2.15M | Hold |
8,471
| – | – | 0.61% | 16 |
|
|
2020
Q3 | $1.93M | Buy |
8,471
+1,500
| +22% | +$341K | 0.62% | 16 |
|
|
2020
Q2 | $1.41M | Buy |
6,971
+1,335
| +24% | +$270K | 0.49% | 22 |
|
|
2020
Q1 | $883K | Buy |
5,636
+954
| +20% | +$149K | 0.3% | 37 |
|
|
2019
Q4 | $853K | Buy |
+4,682
| New | +$853K | 0.21% | 45 |
|