Bradley & Co Private Wealth Management’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 | $125K | Hold |
284
| – | – | 0.08% | 54 |
|
2025
Q1 | $105K | Hold |
284
| – | – | 0.07% | 56 |
|
2024
Q4 | $117K | Buy |
+284
| New | +$117K | 0.07% | 51 |
|
2024
Q2 | $106K | Hold |
284
| – | – | 0.08% | 47 |
|
2024
Q1 | $97.8K | Hold |
284
| – | – | 0.08% | 48 |
|
2023
Q4 | $88.3K | Hold |
284
| – | – | 0.08% | 43 |
|
2023
Q3 | $77.3K | Hold |
284
| – | – | 0.08% | 43 |
|
2023
Q2 | $80.4K | Hold |
284
| – | – | 0.08% | 45 |
|
2023
Q1 | $70.8K | Hold |
284
| – | – | 0.08% | 44 |
|
2022
Q4 | $60.5K | Hold |
284
| – | – | 0.07% | 54 |
|
2022
Q3 | $61K | Hold |
284
| – | – | 0.07% | 61 |
|
2022
Q2 | $63K | Hold |
284
| – | – | 0.07% | 78 |
|
2022
Q1 | $82K | Hold |
284
| – | – | 0.07% | 72 |
|
2021
Q4 | $91K | Hold |
284
| – | – | 0.07% | 73 |
|
2021
Q3 | $82K | Hold |
284
| – | – | 0.07% | 73 |
|
2021
Q2 | $81K | Hold |
284
| – | – | 0.07% | 77 |
|
2021
Q1 | $73K | Buy |
+284
| New | +$73K | 0.07% | 83 |
|