PlanWiser 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
$5.41M Buy
11,864
+226
+2% +$103K 4.61% 7
2025
Q1
$4.48M Buy
+11,638
New +$4.48M 4.05% 7