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Prosperity Planning’s Vanguard Growth ETF VUG Stock Holding History

Prosperity Planning’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.4M Buy
295,226
+5,600
+2% +$471K 5.83% 3
2026
Q1 		$21.1M Buy
289,626
+9,600
+3% +$747K 5.34% 3
2025
Q4 		$22.8M Buy
280,026
+114
+0% +$9.25K 5.96% 3
2025
Q3 		$22.4M Sell
279,912
-792
-0.3% -$60.5K 6.04% 3
2025
Q2 		$20.5M Buy
280,704
+7,722
+3% +$508K 5.92% 3
2025
Q1 		$16.9M Buy
272,982
+2,778
+1% +$187K 5.28% 3
2024
Q4 		$18.5M Sell
270,204
-2,424
-0.9% -$163K 5.92% 2
2024
Q3 		$17.4M Sell
272,628
-150
-0.1% -$9.3K 5.53% 3
2024
Q2 		$17M Sell
272,778
-2,352
-0.9% -$137K 5.81% 3
2024
Q1 		$15.8M Buy
275,130
+4,248
+2% +$234K 5.47% 5
2023
Q4 		$14M Buy
270,882
+6,072
+2% +$293K 5.25% 5
2023
Q3 		$12M Buy
264,810
+4,866
+2% +$230K 5.02% 5
2023
Q2 		$12.3M Buy
259,944
+13,758
+6% +$597K 5.06% 5
2023
Q1 		$10.2M Buy
246,186
+15,144
+7% +$589K 4.46% 5
2022
Q4 		$8.28M Hold
231,042
– – 4.09% 7
2022
Q3 		$8.24M Buy
231,042
+42,420
+22% +$1.71M 4.3% 6
2022
Q2 		$8.97M Hold
188,622
– – 4.58% 6
2022
Q1 		$10M Hold
188,622
– – 4.91% 5
2021
Q4 		$10.1M Buy
188,622
+10,980
+6% +$572K 5.11% 4
2021
Q3 		$8.59M Buy
177,642
+5,388
+3% +$268K 4.69% 4
2021
Q2 		$8.23M Buy
172,254
+14,652
+9% +$665K 5.11% 3
2021
Q1 		$6.75M Buy
157,602
+14,598
+10% +$625K 4.8% 5
2020
Q4 		$6.04M Buy
+143,004
New +$5.71M 5.12% 3

Other funds holding VUG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return