B&D White Capital Company’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 | $10M | Sell |
22,871
-59,910
| -72% | -$26.3M | 1.53% | 17 |
|
2025
Q1 | $30.7M | Buy |
82,781
+13,966
| +20% | +$5.18M | 4.53% | 5 |
|
2024
Q4 | $28.2M | Buy |
68,815
+18,840
| +38% | +$7.73M | 4.76% | 5 |
|
2024
Q3 | $19.2M | Buy |
49,975
+26,201
| +110% | +$10.1M | 3.31% | 6 |
|
2024
Q2 | $8.89M | Sell |
23,774
-61,044
| -72% | -$22.8M | 1.86% | 10 |
|
2024
Q1 | $29.2M | Sell |
84,818
-27,052
| -24% | -$9.31M | 6.49% | 6 |
|
2023
Q4 | $34.8M | Buy |
111,870
+287
| +0.3% | +$89.2K | 10.81% | 3 |
|
2023
Q3 | $30.4M | Buy |
111,583
+3,915
| +4% | +$1.07M | 11.34% | 3 |
|
2023
Q2 | $30.5M | Buy |
107,668
+10,717
| +11% | +$3.03M | 10.52% | 4 |
|
2023
Q1 | $24.2M | Buy |
+96,951
| New | +$24.2M | 8.2% | 3 |
|
2022
Q2 | – | Sell |
-964
| Closed | -$277K | – | 73 |
|
2022
Q1 | $277K | Sell |
964
-46,355
| -98% | -$13.3M | 0.09% | 54 |
|
2021
Q4 | $15.2M | Buy |
47,319
+3,355
| +8% | +$1.08M | 4.99% | 6 |
|
2021
Q3 | $12.8M | Buy |
43,964
+20,105
| +84% | +$5.83M | 4.91% | 6 |
|
2021
Q2 | $6.84M | Buy |
23,859
+21,725
| +1,018% | +$6.23M | 3.04% | 7 |
|
2021
Q1 | $539K | Buy |
2,134
+1,270
| +147% | +$321K | 0.29% | 35 |
|
2020
Q4 | $218K | Buy |
+864
| New | +$218K | 0.12% | 40 |
|