Brass Tax 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
$452K Buy
1,030
+90
+10% +$39.5K 0.09% 119
2025
Q1
$349K Buy
940
+132
+16% +$48.9K 0.07% 135
2024
Q4
$332K Buy
808
+100
+14% +$41K 0.07% 133
2024
Q3
$272K Hold
708
0.06% 161
2024
Q2
$265K Buy
708
+109
+18% +$40.8K 0.11% 109
2024
Q1
$206K Buy
+599
New +$206K 0.11% 107