WealthPlan Investment Management’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 | $530K | Buy |
1,209
+120
| +11% | +$52.6K | 0.04% | 232 |
|
|
2025
Q1 | $404K | Buy |
1,089
+12
| +1% | +$4.45K | 0.04% | 194 |
|
|
2024
Q4 | $442K | Buy |
+1,077
| New | +$442K | 0.04% | 183 |
|
|
2023
Q2 | – | Sell |
-105
| Closed | -$26.2K | – | 461 |
|
|
2023
Q1 | $26.2K | Sell |
105
-1,191
| -92% | -$297K | ﹤0.01% | 282 |
|
|
2022
Q4 | $313K | Sell |
1,296
-1,880
| -59% | -$454K | 0.02% | 309 |
|
|
2022
Q3 | $707K | Buy |
+3,176
| New | +$707K | 0.05% | 195 |
|
|
2022
Q1 | $725K | Buy |
+2,894
| New | +$725K | 0.05% | 206 |
|