MPS Loria Financial Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
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: Q1 2026 in Review
MPS Loria Financial Planners reduced its Vanguard Growth ETF (VUG) stake by 1% in Q1 2026, selling an estimated $3.27K and leaving 4,086 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #72.
MPS Loria Financial Planners first reported a position in VUG in Q2 2017 and has held it in 36 quarters since. The position peaked at $460K in Q4 2021. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- MPS Loria Financial Planners held 4,086 shares of Vanguard Growth ETF worth $297K as of Q1 2026.
- MPS Loria Financial Planners sold 42 Vanguard Growth ETF shares in Q1 2026, an estimated $3.27K.
- Vanguard Growth ETF made up 0.08% of MPS Loria Financial Planners's portfolio in Q1 2026, its #72 holding.
- MPS Loria Financial Planners first reported a position in Vanguard Growth ETF in Q2 2017 and has held it in 36 quarters since.
- MPS Loria Financial Planners's Vanguard Growth ETF position peaked at $460K in Q4 2021.
- 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.
Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.