Cypress 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
Q3 | $1.19M | Sell |
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|
2025
Q2 | $1.21M | Sell |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.24M | Buy |
|
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|
2024
Q2 | $515K | Sell |
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|
2024
Q1 | $493K | Buy |
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|
2023
Q4 | $233K | Sell |
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|
2023
Q3 | $432K | Sell |
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|
2023
Q2 | $480K | Sell |
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|
2023
Q1 | $439K | Sell |
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|
2022
Q4 | $381K | Sell |
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|
2022
Q3 | $418K | Sell |
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|
2022
Q2 | $450K | Buy |
|