Novak Financial Planning’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$4.39M Sell
15,299
-248
-2% -$71.1K 2.15% 10
2021
Q1
$4M Sell
15,547
-181
-1% -$46.5K 2.19% 10
2020
Q4
$3.99M Buy
+15,728
New +$3.99M 2.35% 10