AIFAIM
American Institute for Advanced Investment Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
6,386
+50
| +0.8% | +$21.9K | 1.98% | 9 |
|
|
2025
Q1 | $2.35M | Buy |
6,336
+282
| +5% | +$105K | 1.79% | 9 |
|
|
2024
Q4 | $2.48M | Sell |
6,054
-47
| -0.8% | -$19.3K | 1.85% | 11 |
|
|
2024
Q3 | $2.34M | Sell |
6,101
-70
| -1% | -$26.9K | 1.68% | 10 |
|
|
2024
Q2 | $2.31M | Sell |
6,171
-40
| -0.6% | -$15K | 1.77% | 11 |
|
|
2024
Q1 | $2.14M | Sell |
6,211
-7
| -0.1% | -$2.41K | 1.69% | 11 |
|
|
2023
Q4 | $1.93M | Sell |
6,218
-2
| -0% | -$622 | 1.71% | 12 |
|
|
2023
Q3 | $1.69M | Sell |
6,220
-38
| -0.6% | -$10.3K | 1.57% | 14 |
|
|
2023
Q2 | $1.77M | Buy |
6,258
+2,500
| +67% | +$707K | 1.55% | 14 |
|
|
2023
Q1 | $937K | Sell |
3,758
-2,617
| -41% | -$653K | 1% | 29 |
|
|
2022
Q4 | $1.36M | Sell |
6,375
-33
| -0.5% | -$7.03K | 1.24% | 22 |
|
|
2022
Q3 | $1.37M | Hold |
6,408
| – | – | 1.28% | 22 |
|
|
2022
Q2 | $1.43M | Sell |
6,408
-225
| -3% | -$50.1K | 1.25% | 21 |
|
|
2022
Q1 | $1.91M | Sell |
6,633
-20
| -0.3% | -$5.75K | 1.39% | 21 |
|
|
2021
Q4 | $2.14M | Buy |
6,653
+9
| +0.1% | +$2.89K | 1.44% | 19 |
|
|
2021
Q3 | $1.93M | Sell |
6,644
-217
| -3% | -$63K | 1.37% | 21 |
|
|
2021
Q2 | $1.97M | Sell |
6,861
-160
| -2% | -$45.9K | 1.39% | 21 |
|
|
2021
Q1 | $1.81M | Sell |
7,021
-108
| -2% | -$27.8K | 1.38% | 22 |
|
|
2020
Q4 | $1.81M | Buy |
7,129
+45
| +0.6% | +$11.4K | 1.45% | 21 |
|
|
2020
Q3 | $1.61M | Sell |
7,084
-258
| -4% | -$58.7K | 1.45% | 25 |
|
|
2020
Q2 | $1.48M | Sell |
7,342
-21
| -0.3% | -$4.25K | 1.4% | 28 |
|
|
2020
Q1 | $1.15M | Buy |
7,363
+813
| +12% | +$127K | 1.25% | 26 |
|
|
2019
Q4 | $1.19M | Buy |
+6,550
| New | +$1.19M | 1.15% | 32 |
|