WAOI
Wealth Advisors of Iowa’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Hold |
2,419
| – | – | 0.4% | 31 |
|
|
2025
Q1 | $897K | Hold |
2,419
| – | – | 0.39% | 33 |
|
|
2024
Q4 | $993K | Hold |
2,419
| – | – | 0.5% | 27 |
|
|
2024
Q3 | $929K | Buy |
+2,419
| New | +$929K | 0.47% | 27 |
|
|
2024
Q2 | – | Sell |
-2,519
| Closed | -$867K | – | 69 |
|
|
2024
Q1 | $867K | Buy |
2,519
+1
| +0% | +$344 | 0.53% | 22 |
|
|
2023
Q4 | $783K | Sell |
2,518
-11
| -0.4% | -$3.42K | 0.53% | 24 |
|
|
2023
Q3 | $689K | Sell |
2,529
-389
| -13% | -$106K | 0.48% | 23 |
|
|
2023
Q2 | $826K | Buy |
2,918
+665
| +30% | +$188K | 0.6% | 19 |
|
|
2023
Q1 | $562K | Buy |
2,253
+1
| +0% | +$249 | 0.44% | 22 |
|
|
2022
Q4 | $480K | Sell |
2,252
-174
| -7% | -$37.1K | 0.39% | 29 |
|
|
2022
Q3 | $519K | Sell |
2,426
-2,893
| -54% | -$619K | 0.48% | 22 |
|
|
2022
Q2 | $1.78M | Buy |
5,319
+2,996
| +129% | +$1M | 0.31% | 27 |
|
|
2022
Q1 | $668K | Buy |
2,323
+585
| +34% | +$168K | 0.33% | 29 |
|
|
2021
Q4 | $558K | Sell |
1,738
-2,481
| -59% | -$797K | 0.31% | 30 |
|
|
2021
Q3 | $1.22M | Buy |
4,219
+1,424
| +51% | +$413K | 0.67% | 16 |
|
|
2021
Q2 | $802K | Buy |
2,795
+4
| +0.1% | +$1.15K | 0.42% | 24 |
|
|
2021
Q1 | $717K | Buy |
2,791
+4
| +0.1% | +$1.03K | 0.4% | 22 |
|
|
2020
Q4 | $706K | Buy |
2,787
+177
| +7% | +$44.8K | 0.44% | 20 |
|
|
2020
Q3 | $594K | Buy |
2,610
+5
| +0.2% | +$1.14K | 0.41% | 14 |
|
|
2020
Q2 | $527K | Buy |
2,605
+5
| +0.2% | +$1.01K | 0.4% | 16 |
|
|
2020
Q1 | $407K | Buy |
+2,600
| New | +$407K | 0.32% | 14 |
|