WR Wealth Planners’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $478K | Buy |
1,165
+26
| +2% | +$10.7K | 0.15% | 98 |
|
|
2024
Q3 | $437K | Sell |
1,139
-10
| -0.9% | -$3.84K | 0.12% | 110 |
|
|
2024
Q2 | $430K | Sell |
1,149
-21
| -2% | -$7.85K | 0.13% | 103 |
|
|
2024
Q1 | $403K | Sell |
1,170
-10
| -0.8% | -$3.44K | 0.13% | 111 |
|
|
2023
Q4 | $367K | Buy |
1,180
+78
| +7% | +$24.2K | 0.14% | 130 |
|
|
2023
Q3 | $300K | Buy |
1,102
+145
| +15% | +$39.5K | 0.11% | 135 |
|
|
2023
Q2 | $271K | Buy |
957
+650
| +212% | +$184K | 0.1% | 140 |
|
|
2023
Q1 | $76.6K | Buy |
+307
| New | +$76.6K | 0.03% | 271 |
|