IFWM
Institute for Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Sell |
9,193
-670
| -7% | -$294K | 0.45% | 42 |
|
|
2025
Q1 | $3.66M | Sell |
9,863
-660
| -6% | -$245K | 0.47% | 42 |
|
|
2024
Q4 | $4.32M | Sell |
10,523
-564
| -5% | -$231K | 0.54% | 33 |
|
|
2024
Q3 | $4.26M | Sell |
11,087
-125
| -1% | -$48K | 0.54% | 34 |
|
|
2024
Q2 | $4.19M | Sell |
11,212
-1,076
| -9% | -$402K | 0.56% | 34 |
|
|
2024
Q1 | $4.23M | Sell |
12,288
-949
| -7% | -$327K | 0.55% | 33 |
|
|
2023
Q4 | $4.12M | Sell |
13,237
-345
| -3% | -$107K | 0.67% | 28 |
|
|
2023
Q3 | $3.7M | Sell |
13,582
-158
| -1% | -$43K | 0.67% | 23 |
|
|
2023
Q2 | $3.89M | Sell |
13,740
-723
| -5% | -$205K | 0.66% | 24 |
|
|
2023
Q1 | $3.61M | Sell |
14,463
-203
| -1% | -$50.6K | 0.69% | 23 |
|
|
2022
Q4 | $3.13M | Sell |
14,666
-1,421
| -9% | -$303K | 0.66% | 30 |
|
|
2022
Q3 | $3.44M | Sell |
16,087
-550
| -3% | -$118K | 0.77% | 18 |
|
|
2022
Q2 | $3.71M | Sell |
16,637
-367
| -2% | -$81.8K | 0.73% | 16 |
|
|
2022
Q1 | $4.89M | Sell |
17,004
-87
| -0.5% | -$25K | 0.79% | 16 |
|
|
2021
Q4 | $5.49M | Sell |
17,091
-1,057
| -6% | -$339K | 0.89% | 15 |
|
|
2021
Q3 | $5.27M | Sell |
18,148
-655
| -3% | -$190K | 0.92% | 16 |
|
|
2021
Q2 | $5.39M | Sell |
18,803
-159
| -0.8% | -$45.6K | 0.95% | 13 |
|
|
2021
Q1 | $4.87M | Sell |
18,962
-1,321
| -7% | -$340K | 0.93% | 14 |
|
|
2020
Q4 | $5.14M | Buy |
20,283
+96
| +0.5% | +$24.3K | 1.02% | 15 |
|
|
2020
Q3 | $4.6M | Buy |
20,187
+4,002
| +25% | +$911K | 1.05% | 14 |
|
|
2020
Q2 | $3.27M | Sell |
16,185
-4,852
| -23% | -$981K | 0.8% | 22 |
|
|
2020
Q1 | $3.3M | Buy |
21,037
+15,201
| +260% | +$2.38M | 1.02% | 14 |
|
|
2019
Q4 | $1.06M | Sell |
5,836
-3,525
| -38% | -$642K | 0.24% | 111 |
|
|
2019
Q3 | $1.56M | Sell |
9,361
-16,522
| -64% | -$2.75M | 0.39% | 56 |
|
|
2019
Q2 | $4.23M | Sell |
25,883
-5,109
| -16% | -$835K | 0.94% | 14 |
|
|
2019
Q1 | $4.85M | Buy |
+30,992
| New | +$4.85M | 1.05% | 13 |
|