Life Planning Partners’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-454
| Closed | -$141K | – | 248 |
|
|
2023
Q4 | $141K | Buy |
+454
| New | +$141K | 0.14% | 68 |
|
|
2022
Q3 | $46.6K | Hold |
218
| – | – | 0.05% | 90 |
|
|
2022
Q2 | $49K | Buy |
218
+170
| +354% | +$38.2K | 0.06% | 88 |
|
|
2022
Q1 | $14K | Hold |
48
| – | – | 0.01% | 125 |
|
|
2021
Q4 | $15K | Buy |
+48
| New | +$15K | 0.02% | 120 |
|