IAA
Independent Advisor Alliance’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
3,969
+427
| +12% | +$187K | 0.05% | 309 |
|
|
2025
Q1 | $1.31M | Sell |
3,542
-83,133
| -96% | -$30.8M | 0.04% | 326 |
|
|
2024
Q4 | $35.6M | Buy |
86,675
+85,245
| +5,961% | +$35M | 0.47% | 41 |
|
|
2024
Q3 | $549K | Buy |
1,430
+40
| +3% | +$15.4K | 0.02% | 444 |
|
|
2024
Q2 | $520K | Sell |
1,390
-241
| -15% | -$90.1K | 0.02% | 456 |
|
|
2024
Q1 | $561K | Sell |
1,631
-1,801
| -52% | -$620K | 0.02% | 428 |
|
|
2023
Q4 | $1M | Buy |
3,432
+1,716
| +100% | +$500K | 0.04% | 311 |
|
|
2023
Q3 | $467K | Buy |
1,716
+27
| +2% | +$7.35K | 0.02% | 424 |
|
|
2023
Q2 | $478K | Buy |
1,689
+555
| +49% | +$157K | 0.02% | 439 |
|
|
2023
Q1 | $283K | Sell |
1,134
-658
| -37% | -$164K | 0.01% | 529 |
|
|
2022
Q4 | $382K | Sell |
1,792
-39
| -2% | -$8.31K | 0.13% | 94 |
|
|
2022
Q3 | $392K | Sell |
1,831
-50
| -3% | -$10.7K | 0.02% | 424 |
|
|
2022
Q2 | $419K | Buy |
1,881
+544
| +41% | +$121K | 0.02% | 419 |
|
|
2022
Q1 | $385K | Buy |
1,337
+50
| +4% | +$14.4K | 0.02% | 461 |
|
|
2021
Q4 | $413K | Buy |
1,287
+6
| +0.5% | +$1.93K | 0.02% | 440 |
|
|
2021
Q3 | $372K | Buy |
1,281
+162
| +14% | +$47K | 0.02% | 437 |
|
|
2021
Q2 | $321K | Sell |
1,119
-82
| -7% | -$23.5K | 0.02% | 493 |
|
|
2021
Q1 | $309K | Sell |
1,201
-10
| -0.8% | -$2.57K | 0.02% | 482 |
|
|
2020
Q4 | $307K | Hold |
1,211
| – | – | 0.02% | 431 |
|
|
2020
Q3 | $268K | Buy |
+1,211
| New | +$268K | 0.02% | 405 |
|
|
2020
Q1 | – | Sell |
-99,397
| Closed | -$18.1M | – | 848 |
|
|
2019
Q4 | $18.1M | Buy |
+99,397
| New | +$18.1M | 0.79% | 21 |
|
|
2017
Q2 | – | Sell |
-33,023
| Closed | -$4M | – | 412 |
|
|
2017
Q1 | $4M | Buy |
+33,023
| New | +$4M | 0.63% | 41 |
|