GJIA
Glass Jacobson 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 | $4.68M | Sell |
10,680
-2,072
| -16% | -$908K | 1.8% | 7 |
|
|
2025
Q1 | $5.23M | Hold |
12,752
| – | – | 1.72% | 6 |
|
|
2024
Q4 | $5.23M | Buy |
12,752
+1,095
| +9% | +$449K | 1.72% | 6 |
|
|
2024
Q3 | $4.48M | Sell |
11,657
-339
| -3% | -$130K | 1.48% | 8 |
|
|
2024
Q2 | $4.49M | Sell |
11,996
-307
| -2% | -$115K | 1.63% | 6 |
|
|
2024
Q1 | $4.23M | Sell |
12,303
-560
| -4% | -$193K | 1.59% | 7 |
|
|
2023
Q4 | $4M | Sell |
12,863
-70
| -0.5% | -$21.8K | 1.63% | 6 |
|
|
2023
Q3 | $3.52M | Sell |
12,933
-365
| -3% | -$99.4K | 1.61% | 5 |
|
|
2023
Q2 | $3.76M | Buy |
+13,298
| New | +$3.76M | 1.72% | 5 |
|
|
2022
Q4 | $2.76M | Buy |
+12,961
| New | +$2.76M | 1.37% | 12 |
|