Stonebridge Financial Planning Group’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
$3.05M Sell
2025
Q1
$2.66M Buy
2024
Q4
$2.81M Buy
2024
Q3
$2.55M Buy
2024
Q2
$2.4M Sell
2024
Q1
$2.21M Sell
2023
Q4
$2.17M Buy
2023
Q3
$1.67M Buy
2023
Q2
$1.65M Sell
2023
Q1
$1.52M Sell
2022
Q4
$1.55M Sell
2022
Q3
$1.73M Sell
2022
Q2
$1.82M Sell
2022
Q1
$2.56M Sell
2021
Q4
$2.51M Buy
2021
Q3
$2.8M Sell
2021
Q2
$2.62M Sell
2021
Q1
$2.44M Buy
2020
Q4
$2.23M Buy
2020
Q3
$1.78M Buy
2020
Q2
$1.19M Buy
2020
Q1
$955K Buy
2019
Q4
$775K Buy