Iams Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Iams Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$246K	Buy
2025 Q2	$219K	Buy
2023 Q4	–	Sell
2023 Q3	$292K	Buy
2023 Q2	–	Sell
2023 Q1	$263K	Hold
2022 Q4	$229K	Buy