IWS
Integrity Wealth Solutions’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
28,905
+1,180
| +4% | +$517K | 6.18% | 2 |
|
|
2025
Q1 | $10.3M | Sell |
27,725
-183
| -0.7% | -$67.9K | 5.57% | 2 |
|
|
2024
Q4 | $11.5M | Buy |
27,908
+270
| +1% | +$111K | 6.42% | 2 |
|
|
2024
Q3 | $10.6M | Sell |
27,638
-237
| -0.9% | -$91K | 6.19% | 2 |
|
|
2024
Q2 | $10.4M | Buy |
27,875
+301
| +1% | +$113K | 6.79% | 2 |
|
|
2024
Q1 | $9.49M | Sell |
27,574
-635
| -2% | -$219K | 6.2% | 2 |
|
|
2023
Q4 | $8.77M | Buy |
+28,209
| New | +$8.77M | 6.07% | 2 |
|