Valtinson Bruner Financial 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 | $757K | Buy |
1,727
+30
| +2% | +$13.2K | 0.24% | 58 |
|
|
2025
Q1 | $629K | Buy |
1,697
+59
| +4% | +$21.9K | 0.21% | 60 |
|
|
2024
Q4 | $672K | Buy |
1,638
+148
| +10% | +$60.7K | 0.23% | 67 |
|
|
2024
Q3 | $572K | Buy |
1,490
+890
| +148% | +$342K | 0.2% | 81 |
|
|
2024
Q2 | $224K | Sell |
600
-30
| -5% | -$11.2K | 0.09% | 115 |
|
|
2024
Q1 | $217K | Buy |
+630
| New | +$217K | 0.09% | 115 |
|