Plan Group Financial’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 | $1.78M | Buy |
4,070
+2,363
| +138% | +$1.04M | 0.59% | 55 |
|
|
2025
Q1 | $633K | Buy |
1,707
+1,194
| +233% | +$443K | 0.23% | 84 |
|
|
2024
Q4 | $211K | Sell |
513
-59
| -10% | -$24.2K | 0.11% | 107 |
|
|
2024
Q3 | $220K | Buy |
572
+32
| +6% | +$12.3K | 0.12% | 104 |
|
|
2024
Q2 | $202K | Buy |
+540
| New | +$202K | 0.12% | 95 |
|
|
2023
Q3 | – | Sell |
-2,327
| Closed | -$658K | – | 93 |
|
|
2023
Q2 | $658K | Buy |
+2,327
| New | +$658K | 0.55% | 33 |
|