JJBC
James J. Burns & Company’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
764
-38
| -5% | -$16.7K | 0.05% | 113 |
|
|
2025
Q1 | $297K | Buy |
802
+13
| +2% | +$4.82K | 0.05% | 116 |
|
|
2024
Q4 | $324K | Buy |
789
+43
| +6% | +$17.7K | 0.06% | 107 |
|
|
2024
Q3 | $286K | Buy |
746
+72
| +11% | +$27.6K | 0.05% | 115 |
|
|
2024
Q2 | $252K | Buy |
+674
| New | +$252K | 0.05% | 111 |
|
|
2024
Q1 | – | Sell |
-666
| Closed | -$208K | – | 122 |
|
|
2023
Q4 | $208K | Buy |
+666
| New | +$208K | 0.05% | 118 |
|
|
2023
Q3 | – | Sell |
-1,004
| Closed | -$284K | – | 114 |
|
|
2023
Q2 | $284K | Sell |
1,004
-188
| -16% | -$53.2K | 0.07% | 90 |
|
|
2023
Q1 | $297K | Buy |
1,192
+110
| +10% | +$27.4K | 0.08% | 92 |
|
|
2022
Q4 | $231K | Buy |
1,082
+14
| +1% | +$2.99K | 0.09% | 74 |
|
|
2022
Q3 | $228K | Buy |
+1,068
| New | +$228K | 0.1% | 72 |
|