IA
IFG Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
2,344
+287
| +14% | +$126K | 0.17% | 58 |
|
|
2025
Q1 | $763K | Sell |
2,057
-6
| -0.3% | -$2.22K | 0.15% | 65 |
|
|
2024
Q4 | $847K | Sell |
2,063
-7
| -0.3% | -$2.87K | 0.17% | 59 |
|
|
2024
Q3 | $795K | Buy |
2,070
+27
| +1% | +$10.4K | 0.17% | 57 |
|
|
2024
Q2 | $764K | Sell |
2,043
-102
| -5% | -$38.1K | 0.18% | 58 |
|
|
2024
Q1 | $738K | Buy |
2,145
+1
| +0% | +$344 | 0.19% | 55 |
|
|
2023
Q4 | $667K | Hold |
2,144
| – | – | 0.2% | 59 |
|
|
2023
Q3 | $584K | Buy |
2,144
+13
| +0.6% | +$3.54K | 0.21% | 55 |
|
|
2023
Q2 | $603K | Sell |
2,131
-2
| -0.1% | -$566 | 0.21% | 56 |
|
|
2023
Q1 | $532K | Buy |
2,133
+106
| +5% | +$26.4K | 0.21% | 59 |
|
|
2022
Q4 | $432K | Buy |
2,027
+208
| +11% | +$44.3K | 0.19% | 66 |
|
|
2022
Q3 | $389K | Buy |
1,819
+107
| +6% | +$22.9K | 0.2% | 69 |
|
|
2022
Q2 | $382K | Hold |
1,712
| – | – | 0.19% | 68 |
|
|
2022
Q1 | $492K | Hold |
1,712
| – | – | 0.22% | 65 |
|
|
2021
Q4 | $549K | Hold |
1,712
| – | – | 0.23% | 63 |
|
|
2021
Q3 | $497K | Hold |
1,712
| – | – | 0.23% | 61 |
|
|
2021
Q2 | $491K | Buy |
+1,712
| New | +$491K | 0.23% | 59 |
|