Tempus Wealth Planning’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $330K | Sell |
753
-35
| -4% | -$15.3K | 0.08% | 199 |
|
2025
Q1 | $292K | Buy |
788
+20
| +3% | +$7.42K | 0.09% | 206 |
|
2024
Q4 | $315K | Hold |
768
| – | – | 0.1% | 184 |
|
2024
Q3 | $295K | Sell |
768
-2
| -0.3% | -$768 | 0.11% | 169 |
|
2024
Q2 | $288K | Buy |
770
+188
| +32% | +$70.3K | 0.12% | 161 |
|
2024
Q1 | $200K | Buy |
+582
| New | +$200K | 0.09% | 188 |
|