Waller Financial Planning Group’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 | $1.33M | Buy |
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|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $897K | Sell |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $809K | Buy |
|
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|
2024
Q2 | $707K | Sell |
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|
2024
Q1 | $689K | Hold |
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|
2023
Q4 | $622K | Sell |
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|
2023
Q3 | $563K | Sell |
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|
2023
Q2 | $592K | Sell |
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|
2023
Q1 | $572K | Sell |
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|
2022
Q4 | $654K | Sell |
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|
2022
Q3 | $672K | Buy |
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|
2022
Q2 | $647K | Sell |
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|
2022
Q1 | $841K | Sell |
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|
2021
Q4 | $959K | Sell |
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|
2021
Q3 | $870K | Hold |
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|
2021
Q2 | $860K | Buy |
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|
2021
Q1 | $753K | Hold |
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|
2020
Q4 | $742K | Sell |
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|
2020
Q3 | $748K | Hold |
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|
2020
Q2 | $664K | Sell |
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|
2020
Q1 | $670K | Sell |
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|
2019
Q4 | $805K | Hold |
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|
2019
Q3 | $754K | Sell |
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|
2019
Q2 | $885K | Sell |
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|
2019
Q1 | $1.07M | Sell |
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|
2018
Q4 | $966K | Buy |
|