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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.64M | Buy |
49,950
+1,476
| +3% | +$115K | 1.34% | 19 |
|
|
2025
Q4 | $3.94M | Buy |
48,474
+2,466
| +5% | +$200K | 1.42% | 18 |
|
|
2025
Q3 | $3.68M | Buy |
46,008
+4,224
| +10% | +$323K | 1.38% | 17 |
|
|
2025
Q2 | $3.05M | Sell |
41,784
-1,206
| -3% | -$79.4K | 1.27% | 18 |
|
|
2025
Q1 | $2.66M | Buy |
42,990
+1,896
| +5% | +$128K | 1.21% | 22 |
|
|
2024
Q4 | $2.81M | Buy |
41,094
+1,242
| +3% | +$83.4K | 1.26% | 21 |
|
|
2024
Q3 | $2.55M | Buy |
39,852
+1,398
| +4% | +$86.7K | 1.21% | 21 |
|
|
2024
Q2 | $2.4M | Sell |
38,454
-84
| -0.2% | -$4.9K | 1.2% | 20 |
|
|
2024
Q1 | $2.21M | Sell |
38,538
-3,360
| -8% | -$185K | 1.17% | 20 |
|
|
2023
Q4 | $2.17M | Buy |
41,898
+5,076
| +14% | +$245K | 1.25% | 20 |
|
|
2023
Q3 | $1.67M | Buy |
36,822
+1,782
| +5% | +$84.2K | 1.07% | 28 |
|
|
2023
Q2 | $1.65M | Sell |
35,040
-1,626
| -4% | -$70.5K | 1.01% | 29 |
|
|
2023
Q1 | $1.52M | Sell |
36,666
-6,858
| -16% | -$267K | 0.98% | 29 |
|
|
2022
Q4 | $1.55M | Sell |
43,524
-4,920
| -10% | -$181K | 1.03% | 30 |
|
|
2022
Q3 | $1.73M | Sell |
48,444
-552
| -1% | -$22.2K | 1.21% | 26 |
|
|
2022
Q2 | $1.82M | Sell |
48,996
-4,470
| -8% | -$184K | 1.24% | 23 |
|
|
2022
Q1 | $2.56M | Sell |
53,466
-12
| -0% | -$568 | 1.43% | 21 |
|
|
2021
Q4 | $2.51M | Buy |
53,478
+540
| +1% | +$28.1K | 1.32% | 22 |
|
|
2021
Q3 | $2.8M | Sell |
52,938
-528
| -1% | -$26.3K | 1.37% | 23 |
|
|
2021
Q2 | $2.62M | Sell |
53,466
-420
| -0.8% | -$19.1K | 1.39% | 22 |
|
|
2021
Q1 | $2.44M | Buy |
53,886
+1,200
| +2% | +$51.3K | 1.43% | 20 |
|
|
2020
Q4 | $2.23M | Buy |
52,686
+7,476
| +17% | +$298K | 1.41% | 23 |
|
|
2020
Q3 | $1.78M | Buy |
45,210
+10,344
| +30% | +$382K | 1.28% | 22 |
|
|
2020
Q2 | $1.19M | Buy |
34,866
+360
| +1% | +$11.1K | 1.02% | 28 |
|
|
2020
Q1 | $955K | Buy |
34,506
+8,976
| +35% | +$269K | 0.95% | 29 |
|
|
2019
Q4 | $775K | Buy |
+25,530
| New | +$737K | 0.7% | 37 |
|
Other funds holding VUG
EWA
