IWS
Insight Wealth Strategies’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Hold |
1,097
| – | – | 0.06% | 123 |
|
|
2025
Q1 | $407K | Buy |
1,097
+1
| +0.1% | +$371 | 0.05% | 126 |
|
|
2024
Q4 | $450K | Sell |
1,096
-18
| -2% | -$7.39K | 0.06% | 122 |
|
|
2024
Q3 | $428K | Sell |
1,114
-70
| -6% | -$26.9K | 0.06% | 134 |
|
|
2024
Q2 | $443K | Buy |
1,184
+47
| +4% | +$17.6K | 0.06% | 135 |
|
|
2024
Q1 | $391K | Buy |
1,137
+18
| +2% | +$6.2K | 0.06% | 141 |
|
|
2023
Q4 | $348K | Sell |
1,119
-147
| -12% | -$45.7K | 0.06% | 140 |
|
|
2023
Q3 | $345K | Buy |
1,266
+170
| +16% | +$46.3K | 0.07% | 129 |
|
|
2023
Q2 | $310K | Hold |
1,096
| – | – | 0.06% | 125 |
|
|
2023
Q1 | $273K | Hold |
1,096
| – | – | 0.05% | 127 |
|
|
2022
Q4 | $234K | Hold |
1,096
| – | – | 0.05% | 127 |
|
|
2022
Q3 | $244K | Hold |
1,096
| – | – | 0.05% | 132 |
|
|
2022
Q2 | $244K | Hold |
1,096
| – | – | 0.05% | 132 |
|
|
2022
Q1 | $315K | Hold |
1,096
| – | – | 0.05% | 133 |
|
|
2021
Q4 | $352K | Hold |
1,096
| – | – | 0.05% | 131 |
|
|
2021
Q3 | $318K | Hold |
1,096
| – | – | 0.04% | 156 |
|
|
2021
Q2 | $314K | Hold |
1,096
| – | – | 0.04% | 158 |
|
|
2021
Q1 | $282K | Hold |
1,096
| – | – | 0.04% | 182 |
|
|
2020
Q4 | $278K | Hold |
1,096
| – | – | 0.05% | 178 |
|
|
2020
Q3 | $249K | Hold |
1,096
| – | – | 0.05% | 170 |
|
|
2020
Q2 | $221K | Buy |
+1,096
| New | +$221K | 0.05% | 157 |
|