Quantum Financial Planning Services’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
$56.4M Buy
128,706
+5,221
+4% +$2.29M 26.56% 2
2025
Q1
$45.8M Buy
123,485
+2,775
+2% +$1.03M 25.05% 2
2024
Q4
$49.5M Buy
+120,710
New +$49.5M 27.49% 2