J.W. Burns & Co’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
2025
Q2
$331K Hold
2025
Q1
$280K Buy
2024
Q4
$225K Hold
2024
Q3
$211K Hold
2024
Q2
$205K Buy
2023
Q3
Sell
2023
Q2
$227K Sell
2023
Q1
$323K Hold
2022
Q4
$276K Buy
2022
Q1
Sell
2021
Q4
$202K Buy