Consolidated Planning Corp’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
$389K Buy
2025
Q2
$339K Hold
2025
Q1
$287K Hold
2024
Q4
$318K Sell
2024
Q3
$312K Buy
2024
Q2
$293K Sell
2024
Q1
$284K Hold
2023
Q4
$256K Sell
2023
Q3
$237K Sell
2023
Q2
$385K Buy
2023
Q1
Sell
2022
Q4
$299K Sell
2022
Q3
$306K Sell
2022
Q2
$402K Buy
2021
Q4
Sell
2021
Q3
$105K Buy