WealthPLAN Partners’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 | $377K | Buy |
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|
2025
Q2 | $334K | Sell |
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|
2025
Q1 | $304K | Hold |
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|
2024
Q4 | $336K | Sell |
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|
2024
Q3 | $615K | Hold |
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|
2024
Q2 | $599K | Buy |
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|
2024
Q1 | $282K | Sell |
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|
2023
Q4 | $271K | Sell |
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|
2023
Q3 | $253K | Buy |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $218K | Sell |
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|
2022
Q4 | $315K | Buy |
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|
2022
Q1 | $725K | Sell |
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|
2021
Q4 | $877K | Buy |
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|
2021
Q3 | $862K | Buy |
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|
2021
Q2 | $695K | Sell |
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|
2021
Q1 | $651K | Sell |
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|
2020
Q4 | $667K | Buy |
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|
2020
Q3 | $516K | Buy |
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|
2020
Q2 | $444K | Buy |
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|
2020
Q1 | $282K | Hold |
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|
2019
Q4 | $309K | Hold |
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|
2019
Q3 | $269K | Hold |
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|
2019
Q2 | $257K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $38.7K | Buy |
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|
2016
Q3 | $38.6K | Sell |
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|
2016
Q2 | $37.1K | Buy |
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|
2015
Q4 | $72.5K | Buy |
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|
2015
Q2 | $34K | Hold |
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|
2015
Q1 | $33K | Buy |
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