TFA
TPG Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.09M | Sell |
18,444
-2,990
| -14% | -$1.31M | 3.24% | 12 |
|
|
2025
Q1 | $7.95M | Buy |
21,434
+8,378
| +64% | +$3.11M | 3.51% | 11 |
|
|
2024
Q4 | $5.36M | Buy |
13,056
+171
| +1% | +$70.2K | 2.33% | 18 |
|
|
2024
Q3 | $4.95M | Sell |
12,885
-193
| -1% | -$74.1K | 2.23% | 14 |
|
|
2024
Q2 | $4.89M | Buy |
+13,078
| New | +$4.89M | 2.32% | 14 |
|
|
2023
Q4 | $6.36M | Buy |
20,682
+271
| +1% | +$83.4K | 3.24% | 12 |
|
|
2023
Q3 | $5.56M | Buy |
20,411
+73
| +0.4% | +$19.9K | 2.87% | 14 |
|
|
2023
Q2 | $5.75M | Buy |
20,338
+109
| +0.5% | +$30.8K | 3.02% | 10 |
|
|
2023
Q1 | $5.05M | Buy |
20,229
+484
| +2% | +$121K | 2.76% | 13 |
|
|
2022
Q4 | $4.21M | Sell |
19,745
-5,180
| -21% | -$1.1M | 2.55% | 14 |
|
|
2022
Q3 | $5.33M | Sell |
24,925
-8,978
| -26% | -$1.92M | 3.27% | 11 |
|
|
2022
Q2 | $7.56M | Buy |
33,903
+1,427
| +4% | +$318K | 5.06% | 8 |
|
|
2022
Q1 | $9.34M | Buy |
32,476
+9,575
| +42% | +$2.75M | 5.65% | 8 |
|
|
2021
Q4 | $7.35M | Buy |
22,901
+4,719
| +26% | +$1.51M | 4.5% | 10 |
|
|
2021
Q3 | $5.28M | Sell |
18,182
-924
| -5% | -$268K | 3.48% | 11 |
|
|
2021
Q2 | $5.48M | Sell |
19,106
-1,959
| -9% | -$562K | 3.85% | 9 |
|
|
2021
Q1 | $5.42M | Sell |
21,065
-2,885
| -12% | -$742K | 3.78% | 10 |
|
|
2020
Q4 | $6.07M | Buy |
23,950
+4,572
| +24% | +$1.16M | 4.51% | 9 |
|
|
2020
Q3 | $4.41M | Sell |
19,378
-3,002
| -13% | -$683K | 3.77% | 10 |
|
|
2020
Q2 | $4.52M | Sell |
22,380
-4,170
| -16% | -$843K | 4.05% | 11 |
|
|
2020
Q1 | $4.16M | Sell |
26,550
-3,374
| -11% | -$529K | 4.13% | 8 |
|
|
2019
Q4 | $5.45M | Sell |
29,924
-273
| -0.9% | -$49.7K | 4.49% | 9 |
|
|
2019
Q3 | $5.02M | Sell |
30,197
-210
| -0.7% | -$34.9K | 4.52% | 9 |
|
|
2019
Q2 | $5.08M | Sell |
30,407
-1,414
| -4% | -$236K | 4.65% | 6 |
|
|
2019
Q1 | $5.03M | Buy |
31,821
+156
| +0.5% | +$24.7K | 4.86% | 7 |
|
|
2018
Q4 | $4.25M | Buy |
+31,665
| New | +$4.25M | 4.62% | 9 |
|