Clear Perspectives 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
2023
Q1
$1.06M Buy
2022
Q4
$822K Sell
2022
Q3
$1.06M Sell
2022
Q2
$1.14M Sell
2022
Q1
$3.59M Sell
2021
Q4
$11.9M Sell
2021
Q3
$11.1M Sell
2021
Q2
$11.2M Sell
2021
Q1
$12.1M Buy
2020
Q4
$11.9M Buy