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