SFP
Sterling Financial Planning’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $786K | Sell |
1,793
-134
| -7% | -$58.8K | 0.26% | 54 |
|
|
2025
Q1 | $715K | Sell |
1,927
-24
| -1% | -$8.9K | 0.26% | 54 |
|
|
2024
Q4 | $801K | Sell |
1,951
-56
| -3% | -$23K | 0.29% | 52 |
|
|
2024
Q3 | $771K | Buy |
2,007
+20
| +1% | +$7.68K | 0.28% | 56 |
|
|
2024
Q2 | $743K | Buy |
1,987
+275
| +16% | +$103K | 0.3% | 56 |
|
|
2024
Q1 | $589K | Sell |
1,712
-98
| -5% | -$33.7K | 0.24% | 62 |
|
|
2023
Q4 | $563K | Hold |
1,810
| – | – | 0.24% | 62 |
|
|
2023
Q3 | $493K | Sell |
1,810
-86
| -5% | -$23.4K | 0.25% | 59 |
|
|
2023
Q2 | $537K | Buy |
1,896
+65
| +4% | +$18.4K | 0.27% | 58 |
|
|
2023
Q1 | $457K | Sell |
1,831
-109
| -6% | -$27.2K | 0.25% | 65 |
|
|
2022
Q4 | $413K | Buy |
1,940
+348
| +22% | +$74.2K | 0.25% | 62 |
|
|
2022
Q3 | $341K | Buy |
1,592
+168
| +12% | +$36K | 0.24% | 66 |
|
|
2022
Q2 | $317K | Buy |
1,424
+490
| +52% | +$109K | 0.22% | 68 |
|
|
2022
Q1 | $269K | Buy |
934
+30
| +3% | +$8.64K | 0.17% | 81 |
|
|
2021
Q4 | $290K | Buy |
904
+425
| +89% | +$136K | 0.18% | 78 |
|
|
2021
Q3 | $139K | Buy |
479
+331
| +224% | +$96.1K | 0.09% | 109 |
|
|
2021
Q2 | $42K | Buy |
148
+4
| +3% | +$1.14K | 0.03% | 183 |
|
|
2021
Q1 | $37K | Hold |
144
| – | – | 0.03% | 180 |
|
|
2020
Q4 | $36K | Buy |
+144
| New | +$36K | 0.03% | 169 |
|