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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-420
Closed -$19.1K 263
2023
Q3
$19.1K Buy
+420
New +$19.8K ﹤0.01% 216
2022
Q4
Sell
-24
Closed -$1K 416
2022
Q3
$1K Hold
24
﹤0.01% 317
2022
Q2
$1K Buy
+24
New +$986 ﹤0.01% 317

Other funds holding VUG

IMA Advisory Services's VUG Position: Q4 2023 in Review

IMA Advisory Services sold out of Vanguard Growth ETF (VUG) in Q4 2023, closing a stake of 420 shares — an estimated $19.1K sold.

IMA Advisory Services first reported a position in VUG in Q2 2022 and held it in 3 quarters. The position peaked at $19.1K in Q3 2023. 2,041 funds tracked by Wall St. Rank hold VUG as of Q4 2023.

  • IMA Advisory Services reported no remaining Vanguard Growth ETF position as of Q4 2023 after selling out during the quarter.
  • IMA Advisory Services sold 420 Vanguard Growth ETF shares in Q4 2023, an estimated $19.1K.
  • IMA Advisory Services first reported a position in Vanguard Growth ETF in Q2 2022 and held it in 3 quarters.
  • IMA Advisory Services's Vanguard Growth ETF position peaked at $19.1K in Q3 2023.
  • 2,041 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2023.

Based on IMA Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.