AMBIA
Allen Mooney & Barnes Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Sell |
1,094
-13
| -1% | -$5.7K | 0.08% | 107 |
|
|
2025
Q1 | $410K | Buy |
1,107
+14
| +1% | +$5.19K | 0.07% | 109 |
|
|
2024
Q4 | $449K | Buy |
1,093
+196
| +22% | +$80.4K | 0.08% | 108 |
|
|
2024
Q3 | $344K | Sell |
897
-989
| -52% | -$380K | 0.06% | 117 |
|
|
2024
Q2 | $705K | Sell |
1,886
-16
| -0.8% | -$5.99K | 0.13% | 84 |
|
|
2024
Q1 | $658K | Buy |
1,902
+194
| +11% | +$67.2K | 0.13% | 86 |
|
|
2023
Q4 | $531K | Sell |
1,708
-39
| -2% | -$12.1K | 0.1% | 95 |
|
|
2023
Q3 | $476K | Buy |
1,747
+1
| +0.1% | +$272 | 0.1% | 92 |
|
|
2023
Q2 | $494K | Sell |
1,746
-29
| -2% | -$8.21K | 0.11% | 88 |
|
|
2023
Q1 | $443K | Sell |
1,775
-40
| -2% | -$9.98K | 0.11% | 90 |
|
|
2022
Q4 | $387K | Buy |
1,815
+1
| +0.1% | +$213 | 0.09% | 97 |
|
|
2022
Q3 | $388K | Buy |
1,814
+1
| +0.1% | +$214 | 0.1% | 94 |
|
|
2022
Q2 | $404K | Buy |
1,813
+412
| +29% | +$91.8K | 0.1% | 98 |
|
|
2022
Q1 | $403K | Buy |
+1,401
| New | +$403K | 0.09% | 112 |
|