WealthPlan Investment Management’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
$582K Buy
2025
Q2
$530K Buy
2025
Q1
$404K Buy
2024
Q4
$442K Buy
2023
Q2
Sell
2023
Q1
$26.2K Sell
2022
Q4
$313K Sell
2022
Q3
$707K Buy
2022
Q1
$725K Buy