PRI
Prepared Retirement Institute’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
4,725
-292
| -6% | -$128K | 1.22% | 18 |
|
|
2025
Q1 | $1.86M | Sell |
5,017
-913
| -15% | -$339K | 1.19% | 18 |
|
|
2024
Q4 | $2.43M | Sell |
5,930
-244
| -4% | -$100K | 1.39% | 15 |
|
|
2024
Q3 | $2.37M | Sell |
6,174
-7
| -0.1% | -$2.69K | 1.43% | 16 |
|
|
2024
Q2 | $2.31M | Sell |
6,181
-18
| -0.3% | -$6.73K | 1.53% | 15 |
|
|
2024
Q1 | $2.13M | Buy |
6,199
+105
| +2% | +$36.1K | 1.59% | 13 |
|
|
2023
Q4 | $1.89M | Buy |
+6,094
| New | +$1.89M | 1.42% | 14 |
|