Sequent Planning’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 | $795K | Buy |
1,813
+748
| +70% | +$328K | 0.25% | 67 |
|
|
2025
Q1 | $395K | Buy |
1,065
+45
| +4% | +$16.7K | 0.14% | 98 |
|
|
2024
Q4 | $419K | Buy |
1,020
+139
| +16% | +$57.1K | 0.15% | 92 |
|
|
2024
Q3 | $338K | Buy |
881
+116
| +15% | +$44.5K | 0.12% | 112 |
|
|
2024
Q2 | $288K | Buy |
765
+134
| +21% | +$50.5K | 0.1% | 112 |
|
|
2024
Q1 | $217K | Buy |
+631
| New | +$217K | 0.08% | 132 |
|