Investments & Financial Planning LLC’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 | $1.74M | Sell |
3,962
-13
| -0.3% | -$5.7K | 1% | 13 |
|
|
2025
Q1 | $1.47M | Sell |
3,975
-52
| -1% | -$19.3K | 0.96% | 13 |
|
|
2024
Q4 | $1.65M | Sell |
4,027
-47
| -1% | -$19.3K | 1.02% | 13 |
|
|
2024
Q3 | $1.56M | Sell |
4,074
-198
| -5% | -$76K | 0.99% | 12 |
|
|
2024
Q2 | $1.6M | Sell |
4,272
-5
| -0.1% | -$1.87K | 1.07% | 12 |
|
|
2024
Q1 | $1.47M | Sell |
4,277
-259
| -6% | -$89.1K | 1.01% | 12 |
|
|
2023
Q4 | $1.41M | Sell |
4,536
-116
| -2% | -$36.1K | 1.06% | 11 |
|
|
2023
Q3 | $1.27M | Sell |
4,652
-90
| -2% | -$24.5K | 1.13% | 16 |
|
|
2023
Q2 | $1.34M | Sell |
4,742
-21
| -0.4% | -$5.94K | 1.16% | 16 |
|
|
2023
Q1 | $1.19M | Buy |
4,763
+5
| +0.1% | +$1.25K | 1.09% | 16 |
|
|
2022
Q4 | $1.01M | Buy |
+4,758
| New | +$1.01M | 0.99% | 16 |
|
|
2022
Q2 | $1.06M | Buy |
4,743
+197
| +4% | +$43.9K | 1.09% | 14 |
|
|
2022
Q1 | $1.31M | Buy |
4,546
+10
| +0.2% | +$2.88K | 1.14% | 15 |
|
|
2021
Q4 | $1.31M | Buy |
+4,536
| New | +$1.31M | 1.17% | 14 |
|