IWA
Inspirion Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57M | Sell |
130,095
-1,431
| -1% | -$627K | 7.55% | 3 |
|
|
2025
Q1 | $48.8M | Sell |
131,526
-1,837
| -1% | -$681K | 6.77% | 3 |
|
|
2024
Q4 | $55.1M | Buy |
133,363
+4,171
| +3% | +$1.72M | 7.69% | 3 |
|
|
2024
Q3 | $49.6M | Buy |
129,192
+592
| +0.5% | +$227K | 6.94% | 3 |
|
|
2024
Q2 | $48.1M | Buy |
128,600
+2,102
| +2% | +$786K | 7.36% | 3 |
|
|
2024
Q1 | $43.5M | Buy |
126,498
+2,092
| +2% | +$720K | 7.2% | 3 |
|
|
2023
Q4 | $38M | Buy |
124,406
+848
| +0.7% | +$259K | 6.85% | 3 |
|
|
2023
Q3 | $33.6M | Buy |
123,558
+649
| +0.5% | +$177K | 6.56% | 3 |
|
|
2023
Q2 | $34.8M | Buy |
122,909
+5,514
| +5% | +$1.56M | 6.66% | 3 |
|
|
2023
Q1 | $29.3M | Buy |
117,395
+797
| +0.7% | +$199K | 5.87% | 6 |
|
|
2022
Q4 | $24.8M | Sell |
116,598
-4,689
| -4% | -$999K | 5.26% | 7 |
|
|
2022
Q3 | $25.9M | Buy |
121,287
+1,453
| +1% | +$311K | 5.85% | 5 |
|
|
2022
Q2 | $26.7M | Buy |
119,834
+6,264
| +6% | +$1.4M | 5.86% | 5 |
|
|
2022
Q1 | $32.7M | Buy |
113,570
+4,174
| +4% | +$1.2M | 6.69% | 5 |
|
|
2021
Q4 | $35.1M | Buy |
109,396
+1,759
| +2% | +$564K | 7.4% | 3 |
|
|
2021
Q3 | $31.2M | Buy |
107,637
+3,891
| +4% | +$1.13M | 7.19% | 3 |
|
|
2021
Q2 | $29.8M | Buy |
103,746
+4,624
| +5% | +$1.33M | 7.33% | 4 |
|
|
2021
Q1 | $25.5M | Buy |
99,122
+4,285
| +5% | +$1.1M | 6.75% | 7 |
|
|
2020
Q4 | $24M | Buy |
94,837
+1,007
| +1% | +$255K | 6.76% | 5 |
|
|
2020
Q3 | $21.4M | Buy |
93,830
+2,118
| +2% | +$482K | 7.34% | 5 |
|
|
2020
Q2 | $18.5M | Buy |
91,712
+211
| +0.2% | +$42.6K | 7.28% | 4 |
|
|
2020
Q1 | $14.3M | Buy |
91,501
+5,893
| +7% | +$923K | 7.08% | 4 |
|
|
2019
Q4 | $15.6M | Sell |
85,608
-1,302
| -1% | -$237K | 5.26% | 7 |
|
|
2019
Q3 | $14.5M | Sell |
86,910
-2,781
| -3% | -$462K | 6.33% | 5 |
|
|
2019
Q2 | $14.7M | Sell |
89,691
-1,838
| -2% | -$300K | 6.33% | 5 |
|
|
2019
Q1 | $14.3M | Sell |
91,529
-1,041
| -1% | -$163K | 6.34% | 6 |
|
|
2018
Q4 | $12.4M | Buy |
92,570
+943
| +1% | +$127K | 6.21% | 7 |
|
|
2018
Q3 | $14.8M | Sell |
91,627
-4,807
| -5% | -$774K | 6.26% | 6 |
|
|
2018
Q2 | $14.4M | Buy |
96,434
+521
| +0.5% | +$78.1K | 6.81% | 6 |
|
|
2018
Q1 | $13.6M | Sell |
95,913
-148,140
| -61% | -$21M | 6.65% | 6 |
|
|
2017
Q4 | $34.3M | Sell |
244,053
-2,323
| -0.9% | -$327K | 16.67% | 2 |
|
|
2017
Q3 | $32.7M | Buy |
246,376
+5,512
| +2% | +$732K | 16.59% | 2 |
|
|
2017
Q2 | $30.6M | Buy |
240,864
+1,188
| +0.5% | +$151K | 16.61% | 2 |
|
|
2017
Q1 | $29.2M | Buy |
239,676
+16,989
| +8% | +$2.07M | 16.5% | 2 |
|
|
2016
Q4 | $24.8M | Buy |
222,687
+5,721
| +3% | +$638K | 15.74% | 2 |
|
|
2016
Q3 | $24.4M | Sell |
216,966
-677
| -0.3% | -$76K | 15.8% | 2 |
|
|
2016
Q2 | $23.3M | Buy |
217,643
+9,831
| +5% | +$1.05M | 15.25% | 2 |
|
|
2016
Q1 | $22.1M | Buy |
207,812
+6,730
| +3% | +$716K | 15.51% | 2 |
|
|
2015
Q4 | $21.4M | Buy |
201,082
+69
| +0% | +$7.34K | 15.7% | 2 |
|
|
2015
Q3 | $20.2M | Buy |
201,013
+9,929
| +5% | +$996K | 15.92% | 2 |
|
|
2015
Q2 | $20.5M | Buy |
191,084
+15,912
| +9% | +$1.7M | 15.13% | 2 |
|
|
2015
Q1 | $18.3M | Buy |
175,172
+57,174
| +48% | +$5.98M | 14.75% | 2 |
|
|
2014
Q4 | $12.3M | Buy |
+117,998
| New | +$12.3M | 11.42% | 2 |
|