Partners in 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.3M | Sell |
142,109
-2,538
| -2% | -$1.11M | 11.49% | 2 |
|
|
2025
Q1 | $53.6M | Buy |
144,647
+1,045
| +0.7% | +$388K | 10.78% | 2 |
|
|
2024
Q4 | $58.9M | Sell |
143,602
-1,488
| -1% | -$611K | 12.02% | 2 |
|
|
2024
Q3 | $55.7M | Sell |
145,090
-1,694
| -1% | -$650K | 11.24% | 2 |
|
|
2024
Q2 | $54.9M | Sell |
146,784
-712
| -0.5% | -$266K | 11.93% | 1 |
|
|
2024
Q1 | $50.8M | Sell |
147,496
-1,425
| -1% | -$490K | 11.3% | 1 |
|
|
2023
Q4 | $46.3M | Sell |
148,921
-903
| -0.6% | -$281K | 10.87% | 2 |
|
|
2023
Q3 | $40.8M | Sell |
149,824
-693
| -0.5% | -$189K | 10.5% | 2 |
|
|
2023
Q2 | $42.6M | Sell |
150,517
-522
| -0.3% | -$148K | 10.85% | 2 |
|
|
2023
Q1 | $37.7M | Buy |
151,039
+2,317
| +2% | +$578K | 9.92% | 3 |
|
|
2022
Q4 | $31.5M | Sell |
148,722
-7,258
| -5% | -$1.54M | 8.71% | 4 |
|
|
2022
Q3 | $35.3M | Buy |
155,980
+21,018
| +16% | +$4.76M | 10.09% | 4 |
|
|
2022
Q2 | $33.3M | Buy |
134,962
+6,029
| +5% | +$1.49M | 10.6% | 4 |
|
|
2022
Q1 | $33.5M | Buy |
128,933
+1,188
| +0.9% | +$308K | 10.53% | 4 |
|
|
2021
Q4 | $35.7M | Buy |
127,745
+2,840
| +2% | +$794K | 10.92% | 3 |
|
|
2021
Q3 | $36.2M | Buy |
124,905
+214
| +0.2% | +$62.1K | 11.31% | 3 |
|
|
2021
Q2 | $35.8M | Buy |
+124,691
| New | +$35.8M | 11.19% | 3 |
|