My Personal CFO LLC’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
$296K Hold
675
0.13% 77
2025
Q1
$250K Buy
675
+1
+0.1% +$371 0.13% 79
2024
Q4
$277K Buy
674
+1
+0.1% +$410 0.14% 78
2024
Q3
$258K Sell
673
-19
-3% -$7.3K 0.14% 79
2024
Q2
$259K Hold
692
0.14% 93
2024
Q1
$238K Buy
692
+1
+0.1% +$344 0.14% 92
2023
Q4
$215K Buy
+691
New +$215K 0.14% 88