Brown 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 | $30.8M | Buy |
70,173
+3,583
| +5% | +$1.57M | 9.55% | 2 |
|
|
2025
Q1 | $24.7M | Buy |
66,590
+2,763
| +4% | +$1.02M | 8.49% | 3 |
|
|
2024
Q4 | $26.2M | Buy |
63,827
+1,651
| +3% | +$678K | 9.29% | 2 |
|
|
2024
Q3 | $23.9M | Buy |
62,176
+3,025
| +5% | +$1.16M | 8.61% | 2 |
|
|
2024
Q2 | $22.1M | Buy |
59,151
+1,330
| +2% | +$497K | 8.92% | 2 |
|
|
2024
Q1 | $19.9M | Buy |
57,821
+31,414
| +119% | +$10.8M | 8.23% | 3 |
|
|
2023
Q4 | $8.21M | Sell |
26,407
-3,829
| -13% | -$1.19M | 3.63% | 7 |
|
|
2023
Q3 | $8.23M | Buy |
30,236
+10,585
| +54% | +$2.88M | 3.92% | 6 |
|
|
2023
Q2 | $5.56M | Buy |
+19,651
| New | +$5.56M | 2.88% | 8 |
|