Sterling Financial 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
Q2 | $786K | Sell |
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|
2025
Q1 | $715K | Sell |
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|
2024
Q4 | $801K | Sell |
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|
2024
Q3 | $771K | Buy |
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|
2024
Q2 | $743K | Buy |
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|
2024
Q1 | $589K | Sell |
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|
2023
Q4 | $563K | Hold |
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|
2023
Q3 | $493K | Sell |
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|
2023
Q2 | $537K | Buy |
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|
2023
Q1 | $457K | Sell |
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|
2022
Q4 | $413K | Buy |
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|
2022
Q3 | $341K | Buy |
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|
2022
Q2 | $317K | Buy |
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|
2022
Q1 | $269K | Buy |
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|
2021
Q4 | $290K | Buy |
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|
2021
Q3 | $139K | Buy |
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|
2021
Q2 | $42K | Buy |
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|
2021
Q1 | $37K | Hold |
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|
2020
Q4 | $36K | Buy |
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