PDS Planning’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
$1.16M Sell
2025
Q2
$1.07M Hold
2025
Q1
$906K Buy
2024
Q4
$1M Sell
2024
Q3
$944K Sell
2024
Q2
$945K Buy
2024
Q1
$847K Buy
2023
Q4
$745K Sell
2023
Q3
$657K Buy
2023
Q2
$412K Buy
2023
Q1
$363K Buy
2022
Q4
$309K Sell
2022
Q3
$367K Buy
2022
Q2
$201K Sell
2022
Q1
$283K Buy
2021
Q4
$306K Sell
2021
Q3
$287K Buy
2021
Q2
$278K Sell
2021
Q1
$264K Buy