SWRP
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Summit Wealth & Retirement Planning’s Vanguard Growth ETF VUG Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.42M Sell
3,233
-527
-14% -$231K 0.38% 30
2025
Q1 		$1.39M Buy
3,760
+2,728
+264% +$1.01M 0.43% 24
2024
Q4 		$424K Hold
1,032
– – 0.13% 50
2024
Q3 		$396K Buy
+1,032
New +$396K 0.13% 48