TIAM2
Tru Independence Asset Management 2’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,902
| Closed | -$796K | – | 101 |
|
|
2025
Q1 | $796K | Buy |
+1,902
| New | +$796K | 0.6% | 40 |
|
|
2022
Q1 | – | Sell |
-718
| Closed | -$231K | – | 141 |
|
|
2021
Q4 | $231K | Buy |
718
+6
| +0.8% | +$1.93K | 0.12% | 116 |
|
|
2021
Q3 | $206K | Buy |
712
+10
| +1% | +$2.89K | 0.15% | 99 |
|
|
2021
Q2 | $201K | Sell |
702
-98
| -12% | -$28.1K | 0.14% | 110 |
|
|
2021
Q1 | $206K | Hold |
800
| – | – | 0.16% | 102 |
|
|
2020
Q4 | $203K | Buy |
+800
| New | +$203K | 0.17% | 94 |
|