Hazlett, Burt & Watson’s Vanguard Growth ETF VUG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $402K | Buy |
916
+99
| +12% | +$43.4K | 0.16% | 126 |
|
2025
Q1 | $302K | Sell |
817
-29
| -3% | -$10.7K | 0.14% | 149 |
|
2024
Q4 | $349K | Buy |
846
+7
| +0.8% | +$2.89K | 0.15% | 134 |
|
2024
Q3 | $323K | Buy |
839
+104
| +14% | +$40K | 0.15% | 149 |
|
2024
Q2 | $273K | Buy |
735
+13
| +2% | +$4.83K | 0.14% | 148 |
|
2024
Q1 | $247K | Sell |
722
-30
| -4% | -$10.3K | 0.15% | 146 |
|
2023
Q4 | $234K | Buy |
752
+15
| +2% | +$4.67K | 0.16% | 137 |
|
2023
Q3 | $201K | Buy |
737
+37
| +5% | +$10.1K | 0.15% | 143 |
|
2023
Q2 | $198K | Buy |
700
+56
| +9% | +$15.8K | 0.15% | 137 |
|
2023
Q1 | $162K | Sell |
644
-169
| -21% | -$42.5K | 0.13% | 144 |
|
2022
Q4 | $172K | Buy |
813
+151
| +23% | +$31.9K | 0.15% | 139 |
|
2022
Q3 | $141K | Buy |
662
+120
| +22% | +$25.6K | 0.14% | 145 |
|
2022
Q2 | $121K | Hold |
542
| – | – | 0.11% | 176 |
|
2022
Q1 | $156K | Buy |
+542
| New | +$156K | 0.12% | 163 |
|