Vertex Planning Partners’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 | $1.67M | Sell |
3,808
-220
| -5% | -$96.4K | 0.35% | 52 |
|
|
2025
Q1 | $1.49M | Buy |
4,028
+280
| +7% | +$104K | 0.33% | 49 |
|
|
2024
Q4 | $1.54M | Sell |
3,748
-410
| -10% | -$168K | 0.34% | 48 |
|
|
2024
Q3 | $1.6M | Buy |
4,158
+20
| +0.5% | +$7.68K | 0.38% | 39 |
|
|
2024
Q2 | $1.55M | Buy |
4,138
+69
| +2% | +$25.8K | 0.4% | 37 |
|
|
2024
Q1 | $1.4M | Buy |
4,069
+36
| +0.9% | +$12.4K | 0.39% | 37 |
|
|
2023
Q4 | $1.25M | Buy |
4,033
+40
| +1% | +$12.4K | 0.37% | 34 |
|
|
2023
Q3 | $1.09M | Sell |
3,993
-491
| -11% | -$134K | 0.37% | 37 |
|
|
2023
Q2 | $1.27M | Buy |
4,484
+514
| +13% | +$145K | 0.43% | 37 |
|
|
2023
Q1 | $990K | Sell |
3,970
-468
| -11% | -$117K | 0.37% | 39 |
|
|
2022
Q4 | $946K | Buy |
+4,438
| New | +$946K | 0.37% | 34 |
|