Laurel Wealth 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 | $407K | Sell |
929
-17
| -2% | -$7.45K | 0.23% | 45 |
|
|
2025
Q1 | $351K | Hold |
946
| – | – | 0.23% | 44 |
|
|
2024
Q4 | $388K | Hold |
946
| – | – | 0.25% | 44 |
|
|
2024
Q3 | $363K | Hold |
946
| – | – | 0.24% | 44 |
|
|
2024
Q2 | $354K | Hold |
946
| – | – | 0.25% | 42 |
|
|
2024
Q1 | $326K | Hold |
946
| – | – | 0.22% | 44 |
|
|
2023
Q4 | $294K | Hold |
946
| – | – | 0.21% | 45 |
|
|
2023
Q3 | $258K | Hold |
946
| – | – | 0.2% | 46 |
|
|
2023
Q2 | $268K | Hold |
946
| – | – | 0.19% | 49 |
|
|
2023
Q1 | $236K | Hold |
946
| – | – | 0.16% | 54 |
|
|
2022
Q4 | $202K | Hold |
946
| – | – | 0.13% | 59 |
|
|
2022
Q3 | $202K | Hold |
946
| – | – | 0.15% | 55 |
|
|
2022
Q2 | $211K | Hold |
946
| – | – | 0.15% | 58 |
|
|
2022
Q1 | $272K | Hold |
946
| – | – | 0.18% | 62 |
|
|
2021
Q4 | $304K | Hold |
946
| – | – | 0.23% | 56 |
|
|
2021
Q3 | $275K | Buy |
+946
| New | +$275K | 0.22% | 52 |
|