AIMZ Investment Advisors’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 | $472K | Sell |
1,076
-65
| -6% | -$28.5K | 0.16% | 92 |
|
|
2025
Q1 | $423K | Hold |
1,141
| – | – | 0.15% | 94 |
|
|
2024
Q4 | $468K | Buy |
1,141
+202
| +22% | +$82.9K | 0.16% | 90 |
|
|
2024
Q3 | $360K | Sell |
939
-5
| -0.5% | -$1.92K | 0.12% | 98 |
|
|
2024
Q2 | $353K | Buy |
944
+101
| +12% | +$37.8K | 0.13% | 96 |
|
|
2024
Q1 | $290K | Hold |
843
| – | – | 0.11% | 101 |
|
|
2023
Q4 | $262K | Buy |
843
+1
| +0.1% | +$311 | 0.11% | 104 |
|
|
2023
Q3 | $229K | Buy |
842
+90
| +12% | +$24.5K | 0.1% | 107 |
|
|
2023
Q2 | $213K | Buy |
+752
| New | +$213K | 0.09% | 108 |
|
|
2022
Q1 | – | Sell |
-664
| Closed | -$213K | – | 119 |
|
|
2021
Q4 | $213K | Buy |
+664
| New | +$213K | 0.08% | 112 |
|
|
2020
Q1 | – | Sell |
-2,902
| Closed | -$529K | – | 98 |
|
|
2019
Q4 | $529K | Buy |
2,902
+361
| +14% | +$65.8K | 0.34% | 71 |
|
|
2019
Q3 | $423K | Sell |
2,541
-49
| -2% | -$8.16K | 0.29% | 73 |
|
|
2019
Q2 | $423K | Buy |
2,590
+1
| +0% | +$163 | 0.29% | 73 |
|
|
2019
Q1 | $405K | Hold |
2,589
| – | – | 0.28% | 74 |
|
|
2018
Q4 | $348K | Sell |
2,589
-98
| -4% | -$13.2K | 0.27% | 76 |
|
|
2018
Q3 | $433K | Buy |
2,687
+350
| +15% | +$56.4K | 0.28% | 74 |
|
|
2018
Q2 | $350K | Sell |
2,337
-299
| -11% | -$44.8K | 0.25% | 80 |
|
|
2018
Q1 | $374K | Buy |
+2,636
| New | +$374K | 0.27% | 77 |
|