WFPG
Waller Financial Planning Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
2,692
+273
| +11% | +$120K | 0.29% | 33 |
|
|
2025
Q1 | $897K | Sell |
2,419
-200
| -8% | -$74.2K | 0.25% | 39 |
|
|
2024
Q4 | $1.07M | Buy |
2,619
+512
| +24% | +$210K | 0.27% | 37 |
|
|
2024
Q3 | $809K | Buy |
2,107
+217
| +11% | +$83.3K | 0.2% | 42 |
|
|
2024
Q2 | $707K | Sell |
1,890
-112
| -6% | -$41.9K | 0.19% | 42 |
|
|
2024
Q1 | $689K | Hold |
2,002
| – | – | 0.18% | 41 |
|
|
2023
Q4 | $622K | Sell |
2,002
-66
| -3% | -$20.5K | 0.16% | 40 |
|
|
2023
Q3 | $563K | Sell |
2,068
-23
| -1% | -$6.26K | 0.16% | 42 |
|
|
2023
Q2 | $592K | Sell |
2,091
-202
| -9% | -$57.1K | 0.16% | 41 |
|
|
2023
Q1 | $572K | Sell |
2,293
-775
| -25% | -$193K | 0.16% | 41 |
|
|
2022
Q4 | $654K | Sell |
3,068
-74
| -2% | -$15.8K | 0.19% | 38 |
|
|
2022
Q3 | $672K | Buy |
3,142
+237
| +8% | +$50.7K | 0.21% | 39 |
|
|
2022
Q2 | $647K | Sell |
2,905
-20
| -0.7% | -$4.45K | 0.19% | 40 |
|
|
2022
Q1 | $841K | Sell |
2,925
-65
| -2% | -$18.7K | 0.22% | 35 |
|
|
2021
Q4 | $959K | Sell |
2,990
-7
| -0.2% | -$2.25K | 0.24% | 33 |
|
|
2021
Q3 | $870K | Hold |
2,997
| – | – | 0.23% | 33 |
|
|
2021
Q2 | $860K | Buy |
2,997
+68
| +2% | +$19.5K | 0.23% | 33 |
|
|
2021
Q1 | $753K | Hold |
2,929
| – | – | 0.22% | 35 |
|
|
2020
Q4 | $742K | Sell |
2,929
-356
| -11% | -$90.2K | 0.23% | 34 |
|
|
2020
Q3 | $748K | Hold |
3,285
| – | – | 0.27% | 33 |
|
|
2020
Q2 | $664K | Sell |
3,285
-989
| -23% | -$200K | 0.26% | 32 |
|
|
2020
Q1 | $670K | Sell |
4,274
-145
| -3% | -$22.7K | 0.35% | 31 |
|
|
2019
Q4 | $805K | Hold |
4,419
| – | – | 0.4% | 30 |
|
|
2019
Q3 | $754K | Sell |
4,419
-845
| -16% | -$144K | 0.4% | 31 |
|
|
2019
Q2 | $885K | Sell |
5,264
-1,365
| -21% | -$229K | 0.49% | 28 |
|
|
2019
Q1 | $1.07M | Sell |
6,629
-565
| -8% | -$91.1K | 0.62% | 29 |
|
|
2018
Q4 | $966K | Buy |
+7,194
| New | +$966K | 0.67% | 29 |
|