Prosperity Planning’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
Q3 | $22.4M | Sell |
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|
2025
Q2 | $20.5M | Buy |
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|
2025
Q1 | $16.9M | Buy |
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|
2024
Q4 | $18.5M | Sell |
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|
2024
Q3 | $17.4M | Sell |
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|
2024
Q2 | $17M | Sell |
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|
2024
Q1 | $15.8M | Buy |
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|
2023
Q4 | $14M | Buy |
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|
2023
Q3 | $12M | Buy |
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|
2023
Q2 | $12.3M | Buy |
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|
2023
Q1 | $10.2M | Buy |
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|
2022
Q4 | $8.28M | Hold |
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|
2022
Q3 | $8.24M | Buy |
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|
2022
Q2 | $8.97M | Hold |
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|
2022
Q1 | $10M | Hold |
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|
2021
Q4 | $10.1M | Buy |
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|
2021
Q3 | $8.59M | Buy |
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|
2021
Q2 | $8.23M | Buy |
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|
2021
Q1 | $6.75M | Buy |
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|
2020
Q4 | $6.04M | Buy |
|