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 |
|