Independent Wealth Network’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
6,027
+451
| +8% | +$198K | 0.96% | 23 |
|
|
2025
Q1 | $2.07M | Buy |
5,576
+65
| +1% | +$24.1K | 0.82% | 30 |
|
|
2024
Q4 | $2.26M | Buy |
5,511
+429
| +8% | +$176K | 0.92% | 29 |
|
|
2024
Q3 | $1.95M | Buy |
5,082
+16
| +0.3% | +$6.14K | 0.86% | 30 |
|
|
2024
Q2 | $1.89M | Buy |
5,066
+19
| +0.4% | +$7.11K | 0.88% | 30 |
|
|
2024
Q1 | $1.74M | Buy |
5,047
+434
| +9% | +$149K | 0.81% | 32 |
|
|
2023
Q4 | $1.43M | Buy |
4,613
+321
| +7% | +$99.8K | 0.75% | 31 |
|
|
2023
Q3 | $1.17M | Buy |
4,292
+27
| +0.6% | +$7.35K | 0.72% | 33 |
|
|
2023
Q2 | $1.21M | Buy |
4,265
+412
| +11% | +$117K | 0.73% | 30 |
|
|
2023
Q1 | $961K | Buy |
3,853
+51
| +1% | +$12.7K | 0.61% | 38 |
|
|
2022
Q4 | $810K | Sell |
3,802
-702
| -16% | -$150K | 0.55% | 37 |
|
|
2022
Q3 | $964K | Buy |
4,504
+30
| +0.7% | +$6.42K | 0.75% | 29 |
|
|
2022
Q2 | $997K | Sell |
4,474
-405
| -8% | -$90.3K | 0.72% | 34 |
|
|
2022
Q1 | $1.4M | Sell |
4,879
-102
| -2% | -$29.3K | 0.89% | 26 |
|
|
2021
Q4 | $1.6M | Sell |
4,981
-49
| -1% | -$15.7K | 0.98% | 22 |
|
|
2021
Q3 | $1.6M | Buy |
+5,030
| New | +$1.6M | 1.04% | 22 |
|