Total Wealth Planning’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
Q3 | $70.9M | Sell |
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|
2025
Q2 | $67.4M | Buy |
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|
2025
Q1 | $52M | Buy |
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|
2024
Q4 | $56.7M | Sell |
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|
2024
Q3 | $54.3M | Buy |
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|
2024
Q2 | $53.2M | Sell |
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|
2024
Q1 | $49.5M | Sell |
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|
2023
Q4 | $46.7M | Buy |
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|
2023
Q3 | $40.3M | Sell |
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|
2023
Q2 | $43M | Sell |
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|
2023
Q1 | $40.4M | Buy |
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|
2022
Q4 | $31.6M | Buy |
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|
2022
Q3 | $30.3M | Buy |
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|
2022
Q2 | $28.8M | Buy |
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|
2022
Q1 | $34.5M | Buy |
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|
2021
Q4 | $15.5M | Buy |
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|
2021
Q3 | $27.3M | Sell |
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|
2021
Q2 | $27.1M | Buy |
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|
2021
Q1 | $23.2M | Buy |
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|
2020
Q4 | $20.5M | Buy |
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|
2020
Q3 | $18.2M | Sell |
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|
2020
Q2 | $19.2M | Buy |
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|
2020
Q1 | $14.7M | Sell |
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|
2019
Q4 | $17.3M | Buy |
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|
2019
Q3 | $15.8M | Buy |
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|
2019
Q2 | $15.5M | Sell |
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|
2019
Q1 | $15.5M | Sell |
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|
2018
Q4 | $13.4M | Buy |
|