IWM
Iams Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+498
| New | +$219K | 0.1% | 157 |
|
|
2023
Q4 | – | Sell |
-1,073
| Closed | -$292K | – | 127 |
|
|
2023
Q3 | $292K | Buy |
+1,073
| New | +$292K | 0.2% | 97 |
|
|
2023
Q2 | – | Sell |
-1,073
| Closed | -$263K | – | 133 |
|
|
2023
Q1 | $263K | Hold |
1,073
| – | – | 0.22% | 92 |
|
|
2022
Q4 | $229K | Buy |
+1,073
| New | +$229K | 0.23% | 89 |
|