Falcon Wealth 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 | $18.6M | Sell |
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|
2025
Q2 | $17.5M | Sell |
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|
2025
Q1 | $15M | Buy |
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|
2024
Q4 | $15.5M | Sell |
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|
2024
Q3 | $14.5M | Sell |
|
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|
2024
Q2 | $14.3M | Sell |
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|
2024
Q1 | $20.5M | Sell |
|
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|
2023
Q4 | $31.9M | Sell |
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|
2023
Q3 | $35.8M | Buy |
|
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|
2023
Q2 | $36.9M | Buy |
|
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|
2023
Q1 | $32.3M | Buy |
|
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|
2022
Q4 | $24.8M | Buy |
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|
2022
Q3 | $23.2M | Buy |
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|
2022
Q2 | $21.8M | Buy |
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|
2022
Q1 | $24.5M | Buy |
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|
2021
Q4 | $25.5M | Buy |
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|
2021
Q3 | $22.7M | Buy |
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|
2021
Q2 | $21.4M | Buy |
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|
2021
Q1 | $18M | Buy |
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|
2020
Q4 | $16.3M | Buy |
|