SFPG
Stonebridge Financial Planning Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Sell |
6,964
-201
| -3% | -$88.1K | 1.27% | 18 |
|
|
2025
Q1 | $2.66M | Buy |
7,165
+316
| +5% | +$117K | 1.21% | 22 |
|
|
2024
Q4 | $2.81M | Buy |
6,849
+207
| +3% | +$85K | 1.26% | 21 |
|
|
2024
Q3 | $2.55M | Buy |
6,642
+233
| +4% | +$89.5K | 1.21% | 21 |
|
|
2024
Q2 | $2.4M | Sell |
6,409
-14
| -0.2% | -$5.24K | 1.2% | 20 |
|
|
2024
Q1 | $2.21M | Sell |
6,423
-560
| -8% | -$193K | 1.17% | 20 |
|
|
2023
Q4 | $2.17M | Buy |
6,983
+846
| +14% | +$263K | 1.25% | 20 |
|
|
2023
Q3 | $1.67M | Buy |
6,137
+297
| +5% | +$80.9K | 1.07% | 28 |
|
|
2023
Q2 | $1.65M | Sell |
5,840
-271
| -4% | -$76.7K | 1.01% | 29 |
|
|
2023
Q1 | $1.52M | Sell |
6,111
-1,143
| -16% | -$285K | 0.98% | 29 |
|
|
2022
Q4 | $1.55M | Sell |
7,254
-820
| -10% | -$175K | 1.03% | 30 |
|
|
2022
Q3 | $1.73M | Sell |
8,074
-92
| -1% | -$19.7K | 1.21% | 26 |
|
|
2022
Q2 | $1.82M | Sell |
8,166
-745
| -8% | -$166K | 1.24% | 23 |
|
|
2022
Q1 | $2.56M | Sell |
8,911
-2
| -0% | -$575 | 1.43% | 21 |
|
|
2021
Q4 | $2.51M | Buy |
8,913
+90
| +1% | +$25.4K | 1.32% | 22 |
|
|
2021
Q3 | $2.8M | Sell |
8,823
-88
| -1% | -$27.9K | 1.37% | 23 |
|
|
2021
Q2 | $2.62M | Sell |
8,911
-70
| -0.8% | -$20.6K | 1.39% | 22 |
|
|
2021
Q1 | $2.44M | Buy |
8,981
+200
| +2% | +$54.4K | 1.43% | 20 |
|
|
2020
Q4 | $2.23M | Buy |
8,781
+1,246
| +17% | +$316K | 1.41% | 23 |
|
|
2020
Q3 | $1.78M | Buy |
7,535
+1,724
| +30% | +$407K | 1.28% | 22 |
|
|
2020
Q2 | $1.19M | Buy |
5,811
+60
| +1% | +$12.3K | 1.02% | 28 |
|
|
2020
Q1 | $955K | Buy |
5,751
+1,496
| +35% | +$248K | 0.95% | 29 |
|
|
2019
Q4 | $775K | Buy |
+4,255
| New | +$775K | 0.7% | 37 |
|