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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $329K | Buy |
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|
2025
Q2 | $301K | Hold |
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|
2025
Q1 | $254K | Sell |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $270K | Hold |
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|
2024
Q2 | $263K | Hold |
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|
2024
Q1 | $242K | Sell |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $339K | Sell |
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|
2023
Q2 | $358K | Sell |
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|
2023
Q1 | $357K | Sell |
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|
2022
Q4 | $311K | Hold |
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|
2022
Q3 | $312K | Sell |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $415K | Buy |
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|
2021
Q4 | $460K | Sell |
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|
2021
Q3 | $418K | Sell |
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|
2021
Q2 | $416K | Hold |
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|
2021
Q1 | $372K | Sell |
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|
2020
Q4 | $425K | Buy |
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|
2020
Q3 | $331K | Sell |
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|
2020
Q2 | $359K | Sell |
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|
2020
Q1 | $318K | Hold |
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|
2019
Q4 | $370K | Hold |
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|
2019
Q3 | $338K | Hold |
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|
2019
Q2 | $332K | Buy |
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|
2019
Q1 | $226K | Sell |
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|
2018
Q4 | $215K | Sell |
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|
2018
Q3 | $266K | Buy |
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|
2018
Q2 | $247K | Hold |
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|
2018
Q1 | $234K | Buy |
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|
2017
Q4 | $232K | Buy |
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|
2017
Q3 | $219K | Buy |
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|
2017
Q2 | $214K | Buy |
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