JWBC
J.W. Burns & Co’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Hold |
756
| – | – | 0.04% | 150 |
|
|
2025
Q1 | $280K | Buy |
756
+207
| +38% | +$76.8K | 0.04% | 158 |
|
|
2024
Q4 | $225K | Hold |
549
| – | – | 0.03% | 182 |
|
|
2024
Q3 | $211K | Hold |
549
| – | – | 0.03% | 181 |
|
|
2024
Q2 | $205K | Buy |
+549
| New | +$205K | 0.03% | 179 |
|
|
2023
Q3 | – | Sell |
-804
| Closed | -$227K | – | 184 |
|
|
2023
Q2 | $227K | Sell |
804
-491
| -38% | -$139K | 0.04% | 166 |
|
|
2023
Q1 | $323K | Hold |
1,295
| – | – | 0.05% | 146 |
|
|
2022
Q4 | $276K | Buy |
+1,295
| New | +$276K | 0.05% | 154 |
|
|
2022
Q1 | – | Sell |
-629
| Closed | -$202K | – | 188 |
|
|
2021
Q4 | $202K | Buy |
+629
| New | +$202K | 0.03% | 185 |
|