Braun-Bostich & Associates’s Vanguard Growth ETF VUG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$423K	Sell	5,814 -456	-7%	-$35.5K	0.27%	65
2025 Q4	$510K	Buy	6,270 +450	+8%	+$36.5K	0.31%	60
2025 Q3	$465K	Hold	5,820	–	–	0.29%	63
2025 Q2	$425K	Hold	5,820	–	–	0.29%	64
2025 Q1	$360K	Hold	5,820	–	–	0.27%	73
2024 Q4	$398K	Sell	5,820 -150	-3%	-$10.1K	0.29%	65
2024 Q3	$382K	Hold	5,970	–	–	0.27%	64
2024 Q2	$372K	Hold	5,970	–	–	0.28%	68
2024 Q1	$342K	Sell	5,970 -714	-11%	-$39.3K	0.29%	83
2023 Q4	$346K	Hold	6,684	–	–	0.31%	79
2023 Q3	$303K	Buy	+6,684	New	+$316K	0.57%	32
2022 Q3	–	Sell	-6,684	Closed	-$248K	–	65
2022 Q2	$248K	Hold	6,684	–	–	0.64%	54
2022 Q1	$320K	Buy	+6,684	New	+$316K	0.69%	44
2021 Q4	–	Sell	-6,684	Closed	-$323K	–	152
2021 Q3	$323K	Hold	6,684	–	–	0.61%	47
2021 Q2	$320K	Hold	6,684	–	–	0.58%	47
2021 Q1	$286K	Hold	6,684	–	–	0.55%	49
2020 Q4	$282K	Hold	6,684	–	–	0.57%	43
2020 Q3	$254K	Hold	6,684	–	–	0.25%	66
2020 Q2	$225K	Hold	6,684	–	–	0.22%	68
2020 Q1	$167K	Hold	6,684	–	–	0.21%	81
2019 Q4	$206K	Buy	+6,684	New	+$193K	0.2%	81
2019 Q3	–	Sell	-6,684	Closed	-$182K	–	301
2019 Q2	$182K	Hold	6,684	–	–	0.19%	101
2019 Q1	$174K	Hold	6,684	–	–	0.18%	115
2018 Q4	$150K	Hold	6,684	–	–	0.16%	111
2018 Q3	$179K	Hold	6,684	–	–	0.17%	99
2018 Q2	$167K	Sell	6,684 -648	-9%	-$15.9K	0.17%	105
2018 Q1	$173K	Hold	7,332	–	–	0.15%	108
2017 Q4	$172K	Buy	+7,332	New	+$168K	0.15%	116