Fee-Only 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 | $48.6M | Buy |
110,916
+564
| +0.5% | +$247K | 30.1% | 1 |
|
|
2025
Q1 | $40.9M | Sell |
110,352
-2,451
| -2% | -$909K | 27.93% | 1 |
|
|
2024
Q4 | $46.3M | Sell |
112,803
-2,222
| -2% | -$912K | 29.91% | 1 |
|
|
2024
Q3 | $44.2M | Sell |
115,025
-3,839
| -3% | -$1.47M | 28.29% | 1 |
|
|
2024
Q2 | $44.5M | Sell |
118,864
-1,371
| -1% | -$513K | 29.93% | 1 |
|
|
2024
Q1 | $41.4M | Sell |
120,235
-1,968
| -2% | -$677K | 27.93% | 1 |
|
|
2023
Q4 | $38M | Sell |
122,203
-548
| -0.4% | -$170K | 27.44% | 1 |
|
|
2023
Q3 | $33.4M | Buy |
122,751
+73
| +0.1% | +$19.9K | 26.93% | 1 |
|
|
2023
Q2 | $34.7M | Sell |
122,678
-714
| -0.6% | -$202K | 26.5% | 1 |
|
|
2023
Q1 | $30.8M | Sell |
123,392
-3,051
| -2% | -$761K | 24.99% | 1 |
|
|
2022
Q4 | $26.9M | Buy |
+126,443
| New | +$26.9M | 22.57% | 1 |
|