Morton Brown Family Wealth’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.7K | Hold |
143
| – | – | 0.02% | 96 |
|
|
2025
Q1 | $53K | Hold |
143
| – | – | 0.02% | 101 |
|
|
2024
Q4 | $58.7K | Hold |
143
| – | – | 0.02% | 99 |
|
|
2024
Q3 | $54.9K | Hold |
143
| – | – | 0.02% | 94 |
|
|
2024
Q2 | $53.4K | Hold |
143
| – | – | 0.02% | 89 |
|
|
2024
Q1 | $49.2K | Hold |
143
| – | – | 0.02% | 88 |
|
|
2023
Q4 | $44.5K | Hold |
143
| – | – | 0.02% | 108 |
|
|
2023
Q3 | $38.9K | Buy |
143
+21
| +17% | +$5.72K | 0.02% | 87 |
|
|
2023
Q2 | $34.5K | Hold |
122
| – | – | 0.02% | 89 |
|
|
2023
Q1 | $30.4K | Hold |
122
| – | – | 0.02% | 92 |
|
|
2022
Q4 | $26K | Hold |
122
| – | – | 0.02% | 91 |
|
|
2022
Q3 | $26K | Hold |
122
| – | – | 0.02% | 85 |
|
|
2022
Q2 | $27K | Buy |
+122
| New | +$27K | 0.02% | 85 |
|