IWP
IAG Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Sell |
48,987
-3,564
| -7% | -$1.56M | 2.84% | 11 |
|
|
2025
Q1 | $19.5M | Buy |
52,551
+6,506
| +14% | +$2.41M | 3.03% | 11 |
|
|
2024
Q4 | $18.9M | Buy |
46,045
+2,872
| +7% | +$1.18M | 3.33% | 9 |
|
|
2024
Q3 | $16.6M | Sell |
43,173
-2,957
| -6% | -$1.14M | 3.06% | 10 |
|
|
2024
Q2 | $17.3M | Sell |
46,130
-3,413
| -7% | -$1.28M | 3.47% | 9 |
|
|
2024
Q1 | $17.1M | Sell |
49,543
-1,553
| -3% | -$535K | 3.66% | 9 |
|
|
2023
Q4 | $15.9M | Sell |
51,096
-193
| -0.4% | -$60K | 3.62% | 9 |
|
|
2023
Q3 | $14M | Buy |
51,289
+696
| +1% | +$190K | 3.89% | 9 |
|
|
2023
Q2 | $14.3M | Buy |
50,593
+5,475
| +12% | +$1.55M | 3.78% | 9 |
|
|
2023
Q1 | $11.3M | Buy |
45,118
+15,991
| +55% | +$3.99M | 3.12% | 9 |
|
|
2022
Q4 | $6.21M | Buy |
29,127
+12,744
| +78% | +$2.72M | 1.83% | 12 |
|
|
2022
Q3 | $3.51M | Buy |
16,383
+16,066
| +5,068% | +$3.44M | 1.16% | 19 |
|
|
2022
Q2 | $71K | Hold |
317
| – | – | 0.02% | 105 |
|
|
2022
Q1 | $91K | Sell |
317
-35
| -10% | -$10K | 0.03% | 94 |
|
|
2021
Q4 | $113K | Buy |
352
+138
| +64% | +$44.3K | 0.04% | 81 |
|
|
2021
Q3 | $63K | Hold |
214
| – | – | 0.02% | 109 |
|
|
2021
Q2 | $62K | Buy |
+214
| New | +$62K | 0.02% | 105 |
|