Mark Sheptoff Financial Planning’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Hold |
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|
2025
Q1 | $101K | Hold |
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|
2024
Q4 | $112K | Hold |
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|
2024
Q3 | $105K | Hold |
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|
2024
Q2 | $102K | Sell |
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|
2024
Q1 | $163K | Buy |
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|
2023
Q4 | $85K | Buy |
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|
2023
Q3 | $42.3K | Hold |
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|
2023
Q2 | $44K | Hold |
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|
2023
Q1 | $38.7K | Hold |
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|
2022
Q4 | $33.1K | Sell |
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|
2022
Q3 | $58K | Hold |
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|
2022
Q2 | $60K | Hold |
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|
2022
Q1 | $78K | Hold |
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|
2021
Q4 | $87K | Hold |
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|
2021
Q3 | $78K | Hold |
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|
2021
Q2 | $77K | Hold |
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|
2021
Q1 | $69K | Hold |
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|
2020
Q4 | $68K | Hold |
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|
2020
Q3 | $61K | Hold |
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|
2020
Q2 | $55K | Hold |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $49K | Hold |
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|
2019
Q3 | $45K | Hold |
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|
2019
Q2 | $44K | Hold |
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|
2019
Q1 | $42K | Hold |
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|
2018
Q4 | $36K | Hold |
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|
2018
Q3 | $43K | Hold |
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|
2018
Q2 | $40K | Hold |
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|
2018
Q1 | $38K | Hold |
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|
2017
Q4 | $38K | Hold |
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|
2017
Q3 | $36K | Hold |
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|
2017
Q2 | $34K | Sell |
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|
2017
Q1 | $33K | Buy |
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|
2016
Q4 | $30K | Buy |
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