BC
Burney Company’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
3,453
-638
| -16% | -$280K | 0.05% | 264 |
|
|
2025
Q1 | $1.52M | Buy |
4,091
+374
| +10% | +$139K | 0.06% | 253 |
|
|
2024
Q4 | $1.53M | Sell |
3,717
-183
| -5% | -$75.1K | 0.05% | 257 |
|
|
2024
Q3 | $1.5M | Sell |
3,900
-207
| -5% | -$79.5K | 0.05% | 257 |
|
|
2024
Q2 | $1.54M | Sell |
4,107
-23
| -0.6% | -$8.6K | 0.06% | 257 |
|
|
2024
Q1 | $1.42M | Sell |
4,130
-3
| -0.1% | -$1.03K | 0.05% | 282 |
|
|
2023
Q4 | $1.28M | Sell |
4,133
-149
| -3% | -$46.3K | 0.05% | 293 |
|
|
2023
Q3 | $1.17M | Buy |
4,282
+162
| +4% | +$44.1K | 0.05% | 291 |
|
|
2023
Q2 | $1.17M | Sell |
4,120
-3,327
| -45% | -$942K | 0.05% | 301 |
|
|
2023
Q1 | $1.86M | Sell |
7,447
-1,586
| -18% | -$396K | 0.09% | 234 |
|
|
2022
Q4 | $1.92M | Sell |
9,033
-1,667
| -16% | -$355K | 0.1% | 209 |
|
|
2022
Q3 | $2.29M | Sell |
10,700
-3
| -0% | -$642 | 0.13% | 183 |
|
|
2022
Q2 | $2.39M | Sell |
10,703
-234
| -2% | -$52.2K | 0.13% | 188 |
|
|
2022
Q1 | $3.15M | Sell |
10,937
-582
| -5% | -$167K | 0.14% | 175 |
|
|
2021
Q4 | $3.7M | Sell |
11,519
-234
| -2% | -$75.1K | 0.16% | 165 |
|
|
2021
Q3 | $3.41M | Sell |
11,753
-58
| -0.5% | -$16.8K | 0.16% | 162 |
|
|
2021
Q2 | $3.39M | Sell |
11,811
-699
| -6% | -$201K | 0.16% | 168 |
|
|
2021
Q1 | $3.22M | Sell |
12,510
-3
| -0% | -$771 | 0.16% | 167 |
|
|
2020
Q4 | $3.17M | Sell |
12,513
-833
| -6% | -$211K | 0.17% | 157 |
|
|
2020
Q3 | $3.04M | Sell |
13,346
-440
| -3% | -$100K | 0.19% | 155 |
|
|
2020
Q2 | $2.79M | Sell |
13,786
-1,317
| -9% | -$266K | 0.18% | 160 |
|
|
2020
Q1 | $2.37M | Sell |
15,103
-10,479
| -41% | -$1.64M | 0.18% | 149 |
|
|
2019
Q4 | $4.66M | Sell |
25,582
-229
| -0.9% | -$41.7K | 0.26% | 118 |
|
|
2019
Q3 | $4.29M | Sell |
25,811
-1,652
| -6% | -$275K | 0.26% | 117 |
|
|
2019
Q2 | $4.49M | Sell |
27,463
-8,944
| -25% | -$1.46M | 0.27% | 114 |
|
|
2019
Q1 | $5.7M | Sell |
36,407
-6,866
| -16% | -$1.07M | 0.35% | 93 |
|
|
2018
Q4 | $5.81M | Sell |
43,273
-2,753
| -6% | -$370K | 0.41% | 78 |
|
|
2018
Q3 | $7.41M | Sell |
46,026
-6,491
| -12% | -$1.05M | 0.44% | 67 |
|
|
2018
Q2 | $7.87M | Buy |
52,517
+6,040
| +13% | +$905K | 0.46% | 66 |
|
|
2018
Q1 | $6.59M | Sell |
46,477
-8,866
| -16% | -$1.26M | 0.41% | 80 |
|
|
2017
Q4 | $7.78M | Buy |
55,343
+12,730
| +30% | +$1.79M | 0.44% | 72 |
|
|
2017
Q3 | $5.63M | Buy |
42,613
+14,987
| +54% | +$1.98M | 0.37% | 92 |
|
|
2017
Q2 | $3.51M | Buy |
27,626
+2,679
| +11% | +$340K | 0.23% | 123 |
|
|
2017
Q1 | $3.04M | Buy |
24,947
+281
| +1% | +$34.2K | 0.2% | 129 |
|
|
2016
Q4 | $2.75M | Sell |
24,666
-1,652
| -6% | -$184K | 0.19% | 135 |
|
|
2016
Q3 | $2.96M | Sell |
26,318
-1,492
| -5% | -$168K | 0.21% | 127 |
|
|
2016
Q2 | $2.98M | Sell |
27,810
-1,493
| -5% | -$160K | 0.21% | 120 |
|
|
2016
Q1 | $3.12M | Buy |
+29,303
| New | +$3.12M | 0.23% | 118 |
|
|
2015
Q3 | – | Sell |
-26,427
| Closed | -$2.83M | – | 401 |
|
|
2015
Q2 | $2.83M | Sell |
26,427
-489
| -2% | -$52.3K | 0.19% | 131 |
|
|
2015
Q1 | $2.82M | Buy |
26,916
+3,969
| +17% | +$415K | 0.19% | 132 |
|
|
2014
Q4 | $2.4M | Buy |
22,947
+2,708
| +13% | +$283K | 0.19% | 131 |
|
|
2014
Q3 | $2.02M | Buy |
20,239
+730
| +4% | +$72.8K | 0.17% | 139 |
|
|
2014
Q2 | $1.93M | Buy |
19,509
+3,263
| +20% | +$323K | 0.17% | 144 |
|
|
2014
Q1 | $1.52M | Buy |
16,246
+1,673
| +11% | +$156K | 0.14% | 171 |
|
|
2013
Q4 | $1.36M | Buy |
14,573
+3,557
| +32% | +$331K | 0.13% | 178 |
|
|
2013
Q3 | $932K | Buy |
11,016
+1,823
| +20% | +$154K | 0.1% | 205 |
|
|
2013
Q2 | $718K | Buy |
+9,193
| New | +$718K | 0.09% | 220 |
|