Institute for Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.7M | Sell |
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|
2025
Q2 | $4.03M | Sell |
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|
2025
Q1 | $3.66M | Sell |
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|
2024
Q4 | $4.32M | Sell |
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|
2024
Q3 | $4.26M | Sell |
|
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|
2024
Q2 | $4.19M | Sell |
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|
2024
Q1 | $4.23M | Sell |
|
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|
2023
Q4 | $4.12M | Sell |
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|
2023
Q3 | $3.7M | Sell |
|
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|
2023
Q2 | $3.89M | Sell |
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|
2023
Q1 | $3.61M | Sell |
|
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|
2022
Q4 | $3.13M | Sell |
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|
2022
Q3 | $3.44M | Sell |
|
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|
2022
Q2 | $3.71M | Sell |
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|
2022
Q1 | $4.89M | Sell |
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|
2021
Q4 | $5.49M | Sell |
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|
2021
Q3 | $5.27M | Sell |
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|
2021
Q2 | $5.39M | Sell |
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|
2021
Q1 | $4.87M | Sell |
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|
2020
Q4 | $5.14M | Buy |
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|
2020
Q3 | $4.59M | Buy |
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|
2020
Q2 | $3.27M | Sell |
|
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|
2020
Q1 | $3.3M | Buy |
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|
2019
Q4 | $1.06M | Sell |
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|
2019
Q3 | $1.56M | Sell |
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|
2019
Q2 | $4.23M | Sell |
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|
2019
Q1 | $4.85M | Buy |
|