Morton Brown Family Wealth’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
Q3 | $68.6K | Hold |
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|
2025
Q2 | $62.7K | Hold |
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2025
Q1 | $53K | Hold |
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|
2024
Q4 | $58.7K | Hold |
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|
2024
Q3 | $54.9K | Hold |
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|
2024
Q2 | $53.4K | Hold |
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|
2024
Q1 | $49.2K | Hold |
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|
2023
Q4 | $44.5K | Hold |
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|
2023
Q3 | $38.9K | Buy |
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|
2023
Q2 | $34.5K | Hold |
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|
2023
Q1 | $30.4K | Hold |
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|
2022
Q4 | $26K | Hold |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $27K | Buy |
|