PP
PDS Planning’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Hold |
2,444
| – | – | 0.08% | 115 |
|
|
2025
Q1 | $906K | Buy |
2,444
+1
| +0% | +$371 | 0.08% | 113 |
|
|
2024
Q4 | $1M | Sell |
2,443
-15
| -0.6% | -$6.16K | 0.09% | 98 |
|
|
2024
Q3 | $944K | Sell |
2,458
-68
| -3% | -$26.1K | 0.08% | 102 |
|
|
2024
Q2 | $945K | Buy |
2,526
+66
| +3% | +$24.7K | 0.1% | 91 |
|
|
2024
Q1 | $847K | Buy |
2,460
+64
| +3% | +$22K | 0.09% | 94 |
|
|
2023
Q4 | $745K | Sell |
2,396
-16
| -0.7% | -$4.97K | 0.08% | 94 |
|
|
2023
Q3 | $657K | Buy |
2,412
+956
| +66% | +$260K | 0.09% | 103 |
|
|
2023
Q2 | $412K | Buy |
1,456
+2
| +0.1% | +$566 | 0.05% | 159 |
|
|
2023
Q1 | $363K | Buy |
1,454
+2
| +0.1% | +$499 | 0.05% | 162 |
|
|
2022
Q4 | $309K | Sell |
1,452
-263
| -15% | -$56K | 0.05% | 143 |
|
|
2022
Q3 | $367K | Buy |
1,715
+815
| +91% | +$174K | 0.07% | 108 |
|
|
2022
Q2 | $201K | Sell |
900
-83
| -8% | -$18.5K | 0.04% | 191 |
|
|
2022
Q1 | $283K | Buy |
983
+31
| +3% | +$8.93K | 0.05% | 156 |
|
|
2021
Q4 | $306K | Sell |
952
-37
| -4% | -$11.9K | 0.06% | 138 |
|
|
2021
Q3 | $287K | Buy |
989
+19
| +2% | +$5.51K | 0.07% | 137 |
|
|
2021
Q2 | $278K | Sell |
970
-57
| -6% | -$16.3K | 0.07% | 136 |
|
|
2021
Q1 | $264K | Buy |
+1,027
| New | +$264K | 0.08% | 123 |
|