Forbes 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 | $384K | Sell |
877
-156
| -15% | -$68.4K | 0.26% | 28 |
|
|
2025
Q1 | $383K | Buy |
1,033
+59
| +6% | +$21.9K | 0.28% | 27 |
|
|
2024
Q4 | $400K | Sell |
974
-8
| -0.8% | -$3.28K | 0.19% | 28 |
|
|
2024
Q3 | $377K | Hold |
982
| – | – | 0.27% | 26 |
|
|
2024
Q2 | $367K | Hold |
982
| – | – | 0.29% | 26 |
|
|
2024
Q1 | $338K | Buy |
982
+68
| +7% | +$23.4K | 0.29% | 25 |
|
|
2023
Q4 | $284K | Hold |
914
| – | – | 0.26% | 26 |
|
|
2023
Q3 | $249K | Hold |
914
| – | – | 0.27% | 26 |
|
|
2023
Q2 | $259K | Hold |
914
| – | – | 0.25% | 26 |
|
|
2023
Q1 | $228K | Buy |
+914
| New | +$228K | 0.22% | 29 |
|
|
2022
Q3 | – | Sell |
-914
| Closed | -$204K | – | 28 |
|
|
2022
Q2 | $204K | Hold |
914
| – | – | 0.29% | 28 |
|
|
2022
Q1 | $263K | Hold |
914
| – | – | 0.33% | 25 |
|
|
2021
Q4 | $294K | Buy |
+914
| New | +$294K | 0.29% | 33 |
|