Integrated Wealth Management (Palm Desert)’s Vanguard Growth ETF VUG Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio VUG Stock Details VUG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$679K	Buy
2016 Q4	$545K	Buy
2016 Q3	$431K	Buy
2016 Q2	$168K	Buy
2016 Q1	–	Sell
2015 Q4	$159K	Hold
2015 Q3	$150K	Hold
2015 Q2	$160K	Hold
2015 Q1	$156K	Buy