Burkett Financial Services’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 | $791K | Sell |
1,804
-232
| -11% | -$102K | 0.28% | 31 |
|
|
2025
Q1 | $755K | Sell |
2,036
-90
| -4% | -$33.4K | 0.31% | 28 |
|
|
2024
Q4 | $872K | Sell |
2,126
-78
| -4% | -$32K | 0.36% | 24 |
|
|
2024
Q3 | $846K | Sell |
2,204
-7
| -0.3% | -$2.69K | 0.35% | 23 |
|
|
2024
Q2 | $827K | Sell |
2,211
-40
| -2% | -$15K | 0.42% | 21 |
|
|
2024
Q1 | $775K | Sell |
2,251
-138
| -6% | -$47.5K | 0.4% | 22 |
|
|
2023
Q4 | $743K | Buy |
+2,389
| New | +$743K | 0.41% | 21 |
|