Plan Group Financial’s Vanguard Growth ETF VUG Stock Holding History

Plan Group Financial’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$610K	Sell
2025 Q2	$1.78M	Buy
2025 Q1	$633K	Buy
2024 Q4	$211K	Sell
2024 Q3	$220K	Buy
2024 Q2	$202K	Buy
2023 Q3	–	Sell
2023 Q2	$658K	Buy