GIA
GHP Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
7,214
+21
| +0.3% | +$9.21K | 0.14% | 179 |
|
|
2025
Q1 | $2.67M | Sell |
7,193
-206
| -3% | -$76.4K | 0.13% | 197 |
|
|
2024
Q4 | $3.04M | Sell |
7,399
-117
| -2% | -$48K | 0.14% | 195 |
|
|
2024
Q3 | $2.89M | Sell |
7,516
-87
| -1% | -$33.4K | 0.13% | 200 |
|
|
2024
Q2 | $2.84M | Buy |
7,603
+111
| +1% | +$41.5K | 0.14% | 196 |
|
|
2024
Q1 | $2.58M | Buy |
7,492
+122
| +2% | +$42K | 0.13% | 210 |
|
|
2023
Q4 | $2.29M | Buy |
7,370
+1,104
| +18% | +$343K | 0.12% | 211 |
|
|
2023
Q3 | $1.74M | Buy |
6,266
+757
| +14% | +$211K | 0.11% | 219 |
|
|
2023
Q2 | $1.54M | Buy |
5,509
+709
| +15% | +$199K | 0.09% | 233 |
|
|
2023
Q1 | $1.2M | Sell |
4,800
-109
| -2% | -$27.2K | 0.08% | 249 |
|
|
2022
Q4 | $1.05M | Buy |
4,909
+373
| +8% | +$79.5K | 0.07% | 252 |
|
|
2022
Q3 | $971K | Buy |
4,536
+1,754
| +63% | +$375K | 0.07% | 243 |
|
|
2022
Q2 | $620K | Buy |
+2,782
| New | +$620K | 0.05% | 277 |
|