PS
Planned Solutions’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $712K | Buy |
+1,625
| New | +$712K | 0.27% | 43 |
|
|
2024
Q4 | – | Sell |
-204
| Closed | -$78.3K | – | 633 |
|
|
2024
Q3 | $78.3K | Buy |
+204
| New | +$78.3K | 0.03% | 240 |
|
|
2024
Q1 | – | Sell |
-204
| Closed | -$63.4K | – | 551 |
|
|
2023
Q4 | $63.4K | Buy |
+204
| New | +$63.4K | 0.03% | 247 |
|
|
2021
Q1 | – | Sell |
-173
| Closed | -$44K | – | 405 |
|
|
2020
Q4 | $44K | Hold |
173
| – | – | 0.04% | 221 |
|
|
2020
Q3 | $39K | Buy |
+173
| New | +$39K | 0.04% | 177 |
|