MPS Loria Financial Planners’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 | $301K | Hold |
686
| – | – | 0.09% | 65 |
|
|
2025
Q1 | $254K | Sell |
686
-13
| -2% | -$4.82K | 0.08% | 71 |
|
|
2024
Q4 | $287K | Sell |
699
-4
| -0.6% | -$1.64K | 0.08% | 64 |
|
|
2024
Q3 | $270K | Hold |
703
| – | – | 0.08% | 69 |
|
|
2024
Q2 | $263K | Hold |
703
| – | – | 0.08% | 70 |
|
|
2024
Q1 | $242K | Sell |
703
-448
| -39% | -$154K | 0.08% | 71 |
|
|
2023
Q4 | $358K | Sell |
1,151
-93
| -7% | -$28.9K | 0.13% | 50 |
|
|
2023
Q3 | $339K | Sell |
1,244
-21
| -2% | -$5.72K | 0.13% | 49 |
|
|
2023
Q2 | $358K | Sell |
1,265
-167
| -12% | -$47.3K | 0.13% | 51 |
|
|
2023
Q1 | $357K | Sell |
1,432
-28
| -2% | -$6.98K | 0.14% | 47 |
|
|
2022
Q4 | $311K | Hold |
1,460
| – | – | 0.14% | 52 |
|
|
2022
Q3 | $312K | Sell |
1,460
-41
| -3% | -$8.76K | 0.12% | 51 |
|
|
2022
Q2 | $334K | Buy |
1,501
+57
| +4% | +$12.7K | 0.15% | 52 |
|
|
2022
Q1 | $415K | Buy |
1,444
+10
| +0.7% | +$2.87K | 0.17% | 48 |
|
|
2021
Q4 | $460K | Sell |
1,434
-7
| -0.5% | -$2.25K | 0.19% | 43 |
|
|
2021
Q3 | $418K | Sell |
1,441
-10
| -0.7% | -$2.9K | 0.19% | 43 |
|
|
2021
Q2 | $416K | Hold |
1,451
| – | – | 0.19% | 42 |
|
|
2021
Q1 | $372K | Sell |
1,451
-249
| -15% | -$63.8K | 0.17% | 48 |
|
|
2020
Q4 | $425K | Buy |
1,700
+246
| +17% | +$61.5K | 0.19% | 43 |
|
|
2020
Q3 | $331K | Sell |
1,454
-324
| -18% | -$73.8K | 0.17% | 45 |
|
|
2020
Q2 | $359K | Sell |
1,778
-255
| -13% | -$51.5K | 0.19% | 40 |
|
|
2020
Q1 | $318K | Hold |
2,033
| – | – | 0.24% | 39 |
|
|
2019
Q4 | $370K | Hold |
2,033
| – | – | 0.22% | 42 |
|
|
2019
Q3 | $338K | Hold |
2,033
| – | – | 0.22% | 42 |
|
|
2019
Q2 | $332K | Buy |
2,033
+587
| +41% | +$95.9K | 0.21% | 44 |
|
|
2019
Q1 | $226K | Sell |
1,446
-157
| -10% | -$24.5K | 0.15% | 66 |
|
|
2018
Q4 | $215K | Sell |
1,603
-48
| -3% | -$6.44K | 0.15% | 64 |
|
|
2018
Q3 | $266K | Buy |
1,651
+1
| +0.1% | +$161 | 0.17% | 59 |
|
|
2018
Q2 | $247K | Hold |
1,650
| – | – | 0.25% | 57 |
|
|
2018
Q1 | $234K | Buy |
1,650
+1
| +0.1% | +$142 | 0.16% | 62 |
|
|
2017
Q4 | $232K | Buy |
1,649
+2
| +0.1% | +$281 | 0.16% | 69 |
|
|
2017
Q3 | $219K | Buy |
1,647
+2
| +0.1% | +$266 | 0.16% | 69 |
|
|
2017
Q2 | $214K | Buy |
+1,645
| New | +$214K | 0.14% | 66 |
|