Cypress Financial Planning’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
2,751
-2
| -0.1% | -$877 | 0.39% | 26 |
|
|
2025
Q1 | $1.02M | Sell |
2,753
-470
| -15% | -$174K | 0.36% | 26 |
|
|
2024
Q4 | $1.32M | Sell |
3,223
-1
| -0% | -$410 | 0.49% | 23 |
|
|
2024
Q3 | $1.24M | Buy |
3,224
+1,847
| +134% | +$709K | 0.46% | 21 |
|
|
2024
Q2 | $515K | Sell |
1,377
-55
| -4% | -$20.6K | 0.21% | 36 |
|
|
2024
Q1 | $493K | Buy |
1,432
+658
| +85% | +$226K | 0.23% | 34 |
|
|
2023
Q4 | $233K | Sell |
774
-811
| -51% | -$244K | 0.21% | 37 |
|
|
2023
Q3 | $432K | Sell |
1,585
-110
| -6% | -$30K | 0.25% | 32 |
|
|
2023
Q2 | $480K | Sell |
1,695
-68
| -4% | -$19.2K | 0.27% | 33 |
|
|
2023
Q1 | $439K | Sell |
1,763
-37
| -2% | -$9.22K | 0.27% | 33 |
|
|
2022
Q4 | $381K | Sell |
1,800
-155
| -8% | -$32.8K | 0.25% | 38 |
|
|
2022
Q3 | $418K | Sell |
1,955
-64
| -3% | -$13.7K | 0.3% | 33 |
|
|
2022
Q2 | $450K | Buy |
+2,019
| New | +$450K | 0.31% | 32 |
|