Essential 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	$266K	Buy	606 +47	+8%	+$20.6K	0.1%	72
2025 Q1	$207K	Sell	559 -35,776	-98%	-$13.3M	0.08%	79
2024 Q4	$14.6M	Buy	36,335 +35,776	+6,400%	+$14.4M	0.1%	68
2024 Q3	$215K	Hold	559	–	–	0.09%	79
2024 Q2	$209K	Buy	+559	New	+$209K	0.09%	68