Defined 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
$305K Sell
687
-1,304
-65% -$579K 0.27% 44
2025
Q1
$745K Buy
1,991
+1,309
+192% +$490K 0.75% 25
2024
Q4
$280K Buy
+682
New +$280K 0.3% 50