GWA
Geometric Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Sell |
6,190
-197
| -3% | -$86.4K | 0.41% | 10 |
|
|
2025
Q1 | $2.37M | Buy |
6,387
+1,134
| +22% | +$421K | 0.4% | 12 |
|
|
2024
Q4 | $2.16M | Hold |
5,253
| – | – | 0.39% | 13 |
|
|
2024
Q3 | $2.02M | Hold |
5,253
| – | – | 0.37% | 12 |
|
|
2024
Q2 | $1.96M | Buy |
+5,253
| New | +$1.96M | 0.4% | 10 |
|