MSFP

Mark Sheptoff Financial Planning’s Vanguard Growth ETF VUG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$120K	Hold	273	–	–	0.06%	111
2025 Q1	$101K	Hold	273	–	–	0.06%	121
2024 Q4	$112K	Hold	273	–	–	0.06%	113
2024 Q3	$105K	Hold	273	–	–	0.06%	120
2024 Q2	$102K	Sell	273 -200	-42%	-$74.9K	0.06%	132
2024 Q1	$163K	Buy	473 +200	+73%	+$68.9K	0.09%	110
2023 Q4	$85K	Buy	273 +118	+76%	+$36.7K	0.05%	129
2023 Q3	$42.3K	Hold	155	–	–	0.03%	160
2023 Q2	$44K	Hold	155	–	–	0.03%	171
2023 Q1	$38.7K	Hold	155	–	–	0.02%	169
2022 Q4	$33.1K	Sell	155 -115	-43%	-$24.6K	0.02%	177
2022 Q3	$58K	Hold	270	–	–	0.04%	136
2022 Q2	$60K	Hold	270	–	–	0.03%	145
2022 Q1	$78K	Hold	270	–	–	0.04%	145
2021 Q4	$87K	Hold	270	–	–	0.04%	143
2021 Q3	$78K	Hold	270	–	–	0.04%	151
2021 Q2	$77K	Hold	270	–	–	0.04%	151
2021 Q1	$69K	Hold	270	–	–	0.04%	142
2020 Q4	$68K	Hold	270	–	–	0.04%	146
2020 Q3	$61K	Hold	270	–	–	0.04%	139
2020 Q2	$55K	Hold	270	–	–	0.04%	146
2020 Q1	$42K	Hold	270	–	–	0.03%	141
2019 Q4	$49K	Hold	270	–	–	0.03%	152
2019 Q3	$45K	Hold	270	–	–	0.03%	154
2019 Q2	$44K	Hold	270	–	–	0.03%	167
2019 Q1	$42K	Hold	270	–	–	0.03%	161
2018 Q4	$36K	Hold	270	–	–	0.03%	152
2018 Q3	$43K	Hold	270	–	–	0.03%	177
2018 Q2	$40K	Hold	270	–	–	0.03%	179
2018 Q1	$38K	Hold	270	–	–	0.03%	181
2017 Q4	$38K	Hold	270	–	–	0.02%	189
2017 Q3	$36K	Hold	270	–	–	0.02%	199
2017 Q2	$34K	Sell	270 -1	-0.4%	-$126	0.02%	198
2017 Q1	$33K	Buy	271 +1	+0.4%	+$122	0.02%	201
2016 Q4	$30K	Buy	+270	New	+$30K	0.02%	201