BBR Partners’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 | $704K | Hold |
1,606
| – | – | 0.04% | 120 |
|
2025
Q1 | $596K | Sell |
1,606
-222
| -12% | -$82.3K | 0.04% | 122 |
|
2024
Q4 | $750K | Sell |
1,828
-38
| -2% | -$15.6K | 0.05% | 114 |
|
2024
Q3 | $716K | Buy |
1,866
+205
| +12% | +$78.7K | 0.05% | 102 |
|
2024
Q2 | $621K | Sell |
1,661
-225
| -12% | -$84.2K | 0.05% | 100 |
|
2024
Q1 | $649K | Buy |
1,886
+686
| +57% | +$236K | 0.05% | 125 |
|
2023
Q4 | $373K | Buy |
1,200
+400
| +50% | +$124K | 0.04% | 123 |
|
2023
Q3 | $218K | Buy |
+800
| New | +$218K | 0.02% | 173 |
|