IWM
IHT 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 | $13.7M | Buy |
31,188
+1,384
| +5% | +$607K | 0.38% | 59 |
|
|
2025
Q1 | $11.1M | Buy |
29,804
+1,812
| +6% | +$672K | 0.35% | 67 |
|
|
2024
Q4 | $11.5M | Buy |
27,992
+569
| +2% | +$234K | 0.37% | 57 |
|
|
2024
Q3 | $10.5M | Buy |
27,423
+749
| +3% | +$287K | 0.3% | 66 |
|
|
2024
Q2 | $9.98M | Buy |
26,674
+199
| +0.8% | +$74.4K | 0.37% | 51 |
|
|
2024
Q1 | $9.11M | Buy |
26,475
+758
| +3% | +$261K | 0.37% | 57 |
|
|
2023
Q4 | $7.99M | Buy |
25,717
+142
| +0.6% | +$44.1K | 0.36% | 57 |
|
|
2023
Q3 | $6.96M | Sell |
25,575
-164
| -0.6% | -$44.7K | 0.35% | 55 |
|
|
2023
Q2 | $7.28M | Buy |
25,739
+140
| +0.5% | +$39.6K | 0.38% | 49 |
|
|
2023
Q1 | $6.39M | Sell |
25,599
-782
| -3% | -$195K | 0.36% | 55 |
|
|
2022
Q4 | $5.62M | Buy |
26,381
+164
| +0.6% | +$35K | 0.35% | 66 |
|
|
2022
Q3 | $5.61M | Buy |
26,217
+4,237
| +19% | +$906K | 0.43% | 45 |
|
|
2022
Q2 | $4.9M | Sell |
21,980
-1,484
| -6% | -$331K | 0.43% | 39 |
|
|
2022
Q1 | $6.75M | Sell |
23,464
-297
| -1% | -$85.4K | 0.51% | 36 |
|
|
2021
Q4 | $7.63M | Sell |
23,761
-1,846
| -7% | -$592K | 0.56% | 30 |
|
|
2021
Q3 | $7.43M | Sell |
25,607
-369
| -1% | -$107K | 0.6% | 30 |
|
|
2021
Q2 | $7.45M | Buy |
25,976
+520
| +2% | +$149K | 0.47% | 35 |
|
|
2021
Q1 | $6.54M | Buy |
25,456
+468
| +2% | +$120K | 0.47% | 39 |
|
|
2020
Q4 | $6.33M | Sell |
24,988
-50
| -0.2% | -$12.7K | 0.53% | 33 |
|
|
2020
Q3 | $5.7M | Buy |
25,038
+733
| +3% | +$167K | 0.57% | 24 |
|
|
2020
Q2 | $4.91M | Buy |
24,305
+635
| +3% | +$128K | 0.67% | 22 |
|
|
2020
Q1 | $3.71M | Buy |
23,670
+970
| +4% | +$152K | 0.53% | 39 |
|
|
2019
Q4 | $4.14M | Sell |
22,700
-3,057
| -12% | -$557K | 0.49% | 43 |
|
|
2019
Q3 | $4.28M | Buy |
25,757
+2,660
| +12% | +$442K | 0.58% | 28 |
|
|
2019
Q2 | $3.77M | Buy |
23,097
+2,848
| +14% | +$465K | 0.55% | 33 |
|
|
2019
Q1 | $3.17M | Buy |
20,249
+198
| +1% | +$31K | 0.53% | 34 |
|
|
2018
Q4 | $2.69M | Buy |
20,051
+6,534
| +48% | +$878K | 0.52% | 36 |
|
|
2018
Q3 | $2.18M | Sell |
13,517
-350
| -3% | -$56.4K | 0.47% | 46 |
|
|
2018
Q2 | $2.08M | Buy |
13,867
+1,018
| +8% | +$152K | 0.53% | 41 |
|
|
2018
Q1 | $1.78M | Buy |
12,849
+372
| +3% | +$51.5K | 0.48% | 41 |
|
|
2017
Q4 | $1.82M | Buy |
12,477
+1,247
| +11% | +$182K | 0.48% | 45 |
|
|
2017
Q3 | $1.51M | Buy |
11,230
+415
| +4% | +$55.8K | 0.64% | 33 |
|
|
2017
Q2 | $2 | Buy |
10,815
+4,230
| +64% | +$1 | ﹤0.01% | 1252 |
|
|
2017
Q1 | $797K | Buy |
6,585
+293
| +5% | +$35.5K | 0.53% | 39 |
|
|
2016
Q4 | $706K | Buy |
+6,292
| New | +$706K | 0.53% | 41 |
|