IMA Advisory Services’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-70
Closed -$19.1K 265
2023
Q3
$19.1K Buy
+70
New +$19.1K ﹤0.01% 216
2022
Q4
Sell
-4
Closed -$1K 416
2022
Q3
$1K Hold
4
﹤0.01% 317
2022
Q2
$1K Buy
+4
New +$1K ﹤0.01% 317