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Vanguard Growth ETF shares owned by Essential Planning

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Vanguard Growth ETF

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All positions including Vanguard Growth ETF held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by Essential Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $273k 559 488.21
2025-09-30 $268k 559 479.95
2025-06-30 $266k 606 438.18
2025-03-31 $207k 559 371.08
2024-12-31 $15M 36k 403.06
2024-09-30 $215k 559 384.20
2024-06-30 $209k 559 374.28