Planning Directions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.47M | Sell |
61,440
-2,526
| -4% | -$197K | 2.26% | 14 |
|
|
2025
Q4 | $5.2M | Sell |
63,966
-5,466
| -8% | -$444K | 2.62% | 12 |
|
|
2025
Q3 | $5.55M | Sell |
69,432
-3,912
| -5% | -$299K | 2.9% | 11 |
|
|
2025
Q2 | $5.36M | Sell |
73,344
-18,978
| -21% | -$1.25M | 3.02% | 10 |
|
|
2025
Q1 | $5.71M | Buy |
92,322
+16,854
| +22% | +$1.14M | 2.44% | 8 |
|
|
2024
Q4 | $5.16M | Sell |
75,468
-1,932
| -2% | -$130K | 3% | 8 |
|
|
2024
Q3 | $4.95M | Sell |
77,400
-2,136
| -3% | -$132K | 2.95% | 8 |
|
|
2024
Q2 | $4.96M | Sell |
79,536
-2,436
| -3% | -$142K | 3.38% | 7 |
|
|
2024
Q1 | $4.7M | Sell |
81,972
-8,322
| -9% | -$458K | 3.27% | 7 |
|
|
2023
Q4 | $4.68M | Buy |
90,294
+3,552
| +4% | +$171K | 3.34% | 7 |
|
|
2023
Q3 | $3.94M | Buy |
86,742
+1,404
| +2% | +$66.3K | 3.01% | 8 |
|
|
2023
Q2 | $4.03M | Sell |
85,338
-2,058
| -2% | -$89.2K | 2.93% | 8 |
|
|
2023
Q1 | $3.63M | Buy |
87,396
+3,792
| +5% | +$147K | 2.7% | 9 |
|
|
2022
Q4 | $2.97M | Buy |
83,604
+11,688
| +16% | +$430K | 2.27% | 9 |
|
|
2022
Q3 | $2.56M | Buy |
71,916
+4,080
| +6% | +$164K | 2.07% | 10 |
|
|
2022
Q2 | $2.52M | Sell |
67,836
-6,264
| -8% | -$257K | 1.93% | 11 |
|
|
2022
Q1 | $3.55M | Buy |
74,100
+636
| +0.9% | +$30.1K | 2.49% | 8 |
|
|
2021
Q4 | $3.93M | Sell |
73,464
-732
| -1% | -$38.1K | 2.62% | 9 |
|
|
2021
Q3 | $3.59M | Buy |
74,196
+1,194
| +2% | +$59.4K | 2.61% | 10 |
|
|
2021
Q2 | $3.49M | Sell |
73,002
-1,818
| -2% | -$82.5K | 2.55% | 10 |
|
|
2021
Q1 | $3.21M | Buy |
74,820
+2,694
| +4% | +$115K | 2.52% | 10 |
|
|
2020
Q4 | $3.04M | Sell |
72,126
-3,492
| -5% | -$139K | 2.47% | 10 |
|
|
2020
Q3 | $2.87M | Sell |
75,618
-2,874
| -4% | -$106K | 2.53% | 10 |
|
|
2020
Q2 | $2.64M | Buy |
+78,492
| New | +$2.41M | 2.47% | 10 |
|
|
2020
Q1 | – | Sell |
-59,754
| Closed | -$1.81M | – | 101 |
|
|
2019
Q4 | $1.81M | Buy |
59,754
+804
| +1% | +$23.2K | 1.68% | 15 |
|
|
2019
Q3 | $1.63M | Buy |
58,950
+1,908
| +3% | +$52.9K | 1.57% | 15 |
|
|
2019
Q2 | $1.55M | Sell |
57,042
-186
| -0.3% | -$4.97K | 1.58% | 16 |
|
|
2019
Q1 | $1.49M | Buy |
57,228
+702
| +1% | +$17.3K | 1.77% | 15 |
|
|
2018
Q4 | $1.26M | Buy |
56,526
+456
| +0.8% | +$11K | 1.56% | 14 |
|
|
2018
Q3 | $1.5M | Sell |
56,070
-1,458
| -3% | -$38.1K | 1.4% | 18 |
|
|
2018
Q2 | $1.44M | Buy |
57,528
+1,314
| +2% | +$32.2K | 1.39% | 17 |
|
|
2018
Q1 | $1.33M | Buy |
+56,214
| New | +$1.37M | 1.3% | 17 |
|
Other funds holding VUG
EWA
Planning Directions's VUG Position: Q1 2026 in Review
Planning Directions reduced its Vanguard Growth ETF (VUG) stake by 3.9% in Q1 2026, selling an estimated $197K and leaving 61,440 shares worth $4.47M. The position accounts for 2.26% of the portfolio, ranked #14.
Planning Directions first reported a position in VUG in Q1 2018 and has held it in 32 quarters since. The position peaked at $5.71M in Q1 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- Planning Directions held 61,440 shares of Vanguard Growth ETF worth $4.47M as of Q1 2026.
- Planning Directions sold 2,526 Vanguard Growth ETF shares in Q1 2026, an estimated $197K.
- Vanguard Growth ETF made up 2.26% of Planning Directions's portfolio in Q1 2026, its #14 holding.
- Planning Directions first reported a position in Vanguard Growth ETF in Q1 2018 and has held it in 32 quarters since.
- Planning Directions's Vanguard Growth ETF position peaked at $5.71M in Q1 2025.
- 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.
Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.