MPS Loria Financial Planners’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $364K | Buy |
4,220
+134
| +3% | +$11.3K | 0.08% | 66 |
|
|
2026
Q1 | $297K | Sell |
4,086
-42
| -1% | -$3.27K | 0.08% | 72 |
|
|
2025
Q4 | $336K | Buy |
4,128
+6
| +0.1% | +$487 | 0.09% | 66 |
|
|
2025
Q3 | $329K | Buy |
4,122
+6
| +0.1% | +$458 | 0.09% | 64 |
|
|
2025
Q2 | $301K | Hold |
4,116
| – | – | 0.09% | 65 |
|
|
2025
Q1 | $254K | Sell |
4,116
-78
| -2% | -$5.26K | 0.08% | 71 |
|
|
2024
Q4 | $287K | Sell |
4,194
-24
| -0.6% | -$1.61K | 0.08% | 64 |
|
|
2024
Q3 | $270K | Hold |
4,218
| – | – | 0.08% | 69 |
|
|
2024
Q2 | $263K | Hold |
4,218
| – | – | 0.08% | 70 |
|
|
2024
Q1 | $242K | Sell |
4,218
-2,688
| -39% | -$148K | 0.08% | 71 |
|
|
2023
Q4 | $358K | Sell |
6,906
-558
| -7% | -$26.9K | 0.13% | 50 |
|
|
2023
Q3 | $339K | Sell |
7,464
-126
| -2% | -$5.95K | 0.13% | 49 |
|
|
2023
Q2 | $358K | Sell |
7,590
-1,002
| -12% | -$43.5K | 0.13% | 51 |
|
|
2023
Q1 | $357K | Sell |
8,592
-168
| -2% | -$6.53K | 0.14% | 47 |
|
|
2022
Q4 | $311K | Hold |
8,760
| – | – | 0.14% | 52 |
|
|
2022
Q3 | $312K | Sell |
8,760
-246
| -3% | -$9.89K | 0.12% | 51 |
|
|
2022
Q2 | $334K | Buy |
9,006
+342
| +4% | +$14.1K | 0.15% | 52 |
|
|
2022
Q1 | $415K | Buy |
8,664
+60
| +0.7% | +$2.84K | 0.17% | 48 |
|
|
2021
Q4 | $460K | Sell |
8,604
-42
| -0.5% | -$2.19K | 0.19% | 43 |
|
|
2021
Q3 | $418K | Sell |
8,646
-60
| -0.7% | -$2.99K | 0.19% | 43 |
|
|
2021
Q2 | $416K | Hold |
8,706
| – | – | 0.19% | 42 |
|
|
2021
Q1 | $372K | Sell |
8,706
-1,494
| -15% | -$63.9K | 0.17% | 48 |
|
|
2020
Q4 | $425K | Buy |
10,200
+1,476
| +17% | +$58.9K | 0.19% | 43 |
|
|
2020
Q3 | $331K | Sell |
8,724
-1,944
| -18% | -$71.8K | 0.17% | 45 |
|
|
2020
Q2 | $359K | Sell |
10,668
-1,530
| -13% | -$47.1K | 0.19% | 40 |
|
|
2020
Q1 | $318K | Hold |
12,198
| – | – | 0.24% | 39 |
|
|
2019
Q4 | $370K | Hold |
12,198
| – | – | 0.22% | 42 |
|
|
2019
Q3 | $338K | Hold |
12,198
| – | – | 0.22% | 42 |
|
|
2019
Q2 | $332K | Buy |
12,198
+3,522
| +41% | +$94.1K | 0.21% | 44 |
|
|
2019
Q1 | $226K | Sell |
8,676
-942
| -10% | -$23.2K | 0.15% | 66 |
|
|
2018
Q4 | $215K | Sell |
9,618
-288
| -3% | -$6.98K | 0.15% | 64 |
|
|
2018
Q3 | $266K | Buy |
9,906
+6
| +0.1% | +$157 | 0.17% | 59 |
|
|
2018
Q2 | $247K | Hold |
9,900
| – | – | 0.25% | 57 |
|
|
2018
Q1 | $234K | Buy |
9,900
+6
| +0.1% | +$146 | 0.16% | 62 |
|
|
2017
Q4 | $232K | Buy |
9,894
+12
| +0.1% | +$275 | 0.16% | 69 |
|
|
2017
Q3 | $219K | Buy |
9,882
+12
| +0.1% | +$261 | 0.16% | 69 |
|
|
2017
Q2 | $214K | Buy |
+9,870
| New | +$207K | 0.14% | 66 |
|
Other funds holding VUG
EWA
MPS Loria Financial Planners's VUG Position: Q2 2026 in Review
MPS Loria Financial Planners increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.3% in Q2 2026, buying an estimated $11.3K and bringing the position to 4,220 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #66.
MPS Loria Financial Planners first reported a position in VUG in Q2 2017 and has held it in 37 quarters since. The position peaked at $460K in Q4 2021. 2,896 funds tracked by Wall St. Rank hold VUG as of Q2 2026.
- MPS Loria Financial Planners held 4,220 shares of Vanguard Morningstar Growth ETF worth $364K as of Q2 2026.
- MPS Loria Financial Planners bought 134 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $11.3K.
- Vanguard Morningstar Growth ETF made up 0.08% of MPS Loria Financial Planners's portfolio in Q2 2026, its #66 holding.
- MPS Loria Financial Planners first reported a position in Vanguard Morningstar Growth ETF in Q2 2017 and has held it in 37 quarters since.
- MPS Loria Financial Planners's Vanguard Morningstar Growth ETF position peaked at $460K in Q4 2021.
- 2,896 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.
Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.