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Innovative Advisory Group, LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Innovative Advisory Group, LLC’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6
Closed -$488 – 226
2025
Q4 		$488 Buy
+6
New +$487 ﹤0.01% 223

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Ameriprise
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Innovative Advisory Group, LLC's VUG Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 6 shares — an estimated $488 sold.

Innovative Advisory Group, LLC first reported a position in VUG in Q4 2025 and held it in 1 quarter. The position peaked at $488 in Q4 2025. 2,744 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 6 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $488.
  • Innovative Advisory Group, LLC first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and held it in 1 quarter.
  • Innovative Advisory Group, LLC's Vanguard Morningstar Growth ETF position peaked at $488 in Q4 2025.
  • 2,744 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.