Planned Solutions’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
Q2
$712K Buy
2024
Q4
Sell
2024
Q3
$78.3K Buy
2024
Q1
Sell
2023
Q4
$63.4K Buy
2021
Q1
Sell
2020
Q4
$44K Hold
2020
Q3
$39K Buy