Phillips Financial Management’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 | $1.34M | Buy |
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|
2025
Q2 | $367K | Sell |
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|
2025
Q1 | $473K | Buy |
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|
2024
Q4 | $264K | Sell |
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|
2024
Q3 | $250K | Sell |
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|
2024
Q2 | $251K | Buy |
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|
2024
Q1 | $221K | Hold |
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|
2023
Q4 | $200K | Hold |
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|
2023
Q3 | $175K | Sell |
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|
2023
Q2 | $193K | Buy |
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|
2023
Q1 | $160K | Hold |
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|
2022
Q4 | $137K | Hold |
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|
2022
Q3 | $138K | Buy |
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