IA
IFP Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.7M | Sell |
113,281
-47,536
| -30% | -$20.9M | 1.41% | 6 |
|
|
2025
Q1 | $59.7M | Buy |
160,817
+43,249
| +37% | +$16M | 1.84% | 3 |
|
|
2024
Q4 | $48.3M | Sell |
117,568
-2,344
| -2% | -$962K | 1.58% | 4 |
|
|
2024
Q3 | $46M | Buy |
119,912
+17,826
| +17% | +$6.84M | 1.66% | 4 |
|
|
2024
Q2 | $38.2M | Buy |
102,086
+51,668
| +102% | +$19.3M | 1.52% | 4 |
|
|
2024
Q1 | $17.4M | Buy |
50,418
+768
| +2% | +$264K | 0.76% | 21 |
|
|
2023
Q4 | $15.4M | Sell |
49,650
-12,090
| -20% | -$3.76M | 0.73% | 23 |
|
|
2023
Q3 | $16.8M | Buy |
61,740
+10,553
| +21% | +$2.87M | 0.76% | 22 |
|
|
2023
Q2 | $14.5M | Sell |
51,187
-2,298
| -4% | -$650K | 0.61% | 30 |
|
|
2023
Q1 | $4.87M | Sell |
53,485
-60,006
| -53% | -$5.47M | 0.21% | 92 |
|
|
2022
Q4 | $10.4M | Buy |
113,491
+5,851
| +5% | +$535K | 0.28% | 73 |
|
|
2022
Q3 | $9.85M | Buy |
107,640
+7,991
| +8% | +$731K | 0.26% | 79 |
|
|
2022
Q2 | $9.12M | Hold |
99,649
| – | – | 0.29% | 74 |
|
|
2022
Q1 | $9.12M | Buy |
99,649
+61,116
| +159% | +$5.59M | 0.29% | 74 |
|
|
2021
Q4 | $12.4M | Buy |
38,533
+1,024
| +3% | +$329K | 0.24% | 44 |
|
|
2021
Q3 | $10.9M | Sell |
37,509
-568
| -1% | -$165K | 0.22% | 52 |
|
|
2021
Q2 | $10.9M | Sell |
38,077
-2,047
| -5% | -$587K | 0.23% | 48 |
|
|
2021
Q1 | $10.3M | Sell |
40,124
-7,531
| -16% | -$1.94M | 0.2% | 47 |
|
|
2020
Q4 | $12.1M | Buy |
47,655
+473
| +1% | +$120K | 0.49% | 28 |
|
|
2020
Q3 | $10.7M | Buy |
47,182
+5,197
| +12% | +$1.18M | 0.64% | 26 |
|
|
2020
Q2 | $8.34M | Sell |
41,985
-967
| -2% | -$192K | 0.66% | 26 |
|
|
2020
Q1 | $6.83M | Buy |
42,952
+5,359
| +14% | +$852K | 0.69% | 25 |
|
|
2019
Q4 | $6.88M | Sell |
37,593
-9,288
| -20% | -$1.7M | 0.52% | 34 |
|
|
2019
Q3 | $7.74M | Buy |
+46,881
| New | +$7.74M | 0.52% | 37 |
|
|
2019
Q1 | $2.13M | Sell |
13,653
-64,612
| -83% | -$10.1M | 0.29% | 83 |
|
|
2018
Q4 | $10.4M | Sell |
78,265
-18,602
| -19% | -$2.47M | 0.63% | 20 |
|
|
2018
Q3 | $15.6M | Sell |
96,867
-10,388
| -10% | -$1.67M | 0.64% | 15 |
|
|
2018
Q2 | $16.1M | Buy |
107,255
+8,545
| +9% | +$1.28M | 0.68% | 13 |
|
|
2018
Q1 | $13.9M | Hold |
98,710
| – | – | 0.63% | 20 |
|
|
2017
Q4 | $13.9M | Sell |
98,710
-162
| -0.2% | -$22.8K | 0.63% | 20 |
|
|
2017
Q3 | $13.1M | Buy |
98,872
+9,971
| +11% | +$1.32M | 0.52% | 30 |
|
|
2017
Q2 | $11.3M | Sell |
88,901
-1,448
| -2% | -$184K | 0.48% | 38 |
|
|
2017
Q1 | $11M | Sell |
90,349
-10,458
| -10% | -$1.27M | 0.48% | 34 |
|
|
2016
Q4 | $11.2M | Buy |
100,807
+4,462
| +5% | +$497K | 0.54% | 25 |
|
|
2016
Q3 | $10.8M | Buy |
96,345
+4,113
| +4% | +$462K | 0.56% | 26 |
|
|
2016
Q2 | $9.89M | Buy |
92,232
+78,579
| +576% | +$8.42M | 0.55% | 24 |
|
|
2016
Q1 | $2.13M | Sell |
13,653
-80,089
| -85% | -$12.5M | 0.29% | 83 |
|
|
2015
Q4 | $9.97M | Buy |
+93,742
| New | +$9.97M | 0.67% | 21 |
|