Investment Advisory Group’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9M | Buy |
54,539
+1,303
| +2% | +$571K | 7.24% | 1 |
|
|
2025
Q1 | $19.7M | Buy |
53,236
+4,476
| +9% | +$1.66M | 6.6% | 2 |
|
|
2024
Q4 | $20M | Buy |
48,760
+1,824
| +4% | +$749K | 6.7% | 1 |
|
|
2024
Q3 | $18M | Buy |
46,936
+1,673
| +4% | +$642K | 6.25% | 3 |
|
|
2024
Q2 | $16.9M | Buy |
45,263
+2,244
| +5% | +$839K | 6.54% | 2 |
|
|
2024
Q1 | $14.8M | Buy |
43,019
+254
| +0.6% | +$87.4K | 6.12% | 3 |
|
|
2023
Q4 | $13.3M | Buy |
42,765
+2,335
| +6% | +$726K | 6.11% | 3 |
|
|
2023
Q3 | $11M | Buy |
40,430
+947
| +2% | +$258K | 5.72% | 3 |
|
|
2023
Q2 | $11.2M | Buy |
39,483
+1,157
| +3% | +$327K | 5.72% | 3 |
|
|
2023
Q1 | $9.56M | Buy |
38,326
+4,351
| +13% | +$1.09M | 5.5% | 3 |
|
|
2022
Q4 | $7.24M | Buy |
33,975
+1,140
| +3% | +$243K | 4.44% | 4 |
|
|
2022
Q3 | $7.03M | Buy |
32,835
+3,467
| +12% | +$742K | 4.87% | 3 |
|
|
2022
Q2 | $6.54M | Buy |
29,368
+3,372
| +13% | +$751K | 4.45% | 3 |
|
|
2022
Q1 | $7.48M | Buy |
25,996
+1,101
| +4% | +$317K | 4.54% | 3 |
|
|
2021
Q4 | $7.18M | Buy |
+24,895
| New | +$7.18M | 4.6% | 3 |
|