GA
Goldstein Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
4,525
+370
| +9% | +$162K | 0.27% | 39 |
|
|
2025
Q1 | $1.54M | Buy |
4,155
+154
| +4% | +$57.1K | 0.23% | 42 |
|
|
2024
Q4 | $1.64M | Sell |
4,001
-291
| -7% | -$119K | 0.24% | 41 |
|
|
2024
Q3 | $1.65M | Buy |
4,292
+2
| +0% | +$768 | 0.25% | 39 |
|
|
2024
Q2 | $1.6M | Buy |
4,290
+18
| +0.4% | +$6.73K | 0.27% | 38 |
|
|
2024
Q1 | $1.47M | Sell |
4,272
-55
| -1% | -$18.9K | 0.25% | 39 |
|
|
2023
Q4 | $1.35M | Sell |
4,327
-1,235
| -22% | -$384K | 0.23% | 66 |
|
|
2023
Q3 | $1.51M | Sell |
5,562
-394
| -7% | -$107K | 0.32% | 35 |
|
|
2023
Q2 | $1.69M | Buy |
5,956
+1,014
| +21% | +$287K | 0.35% | 36 |
|
|
2023
Q1 | $1.23M | Buy |
4,942
+1,301
| +36% | +$325K | 0.27% | 43 |
|
|
2022
Q4 | $776K | Buy |
+3,641
| New | +$776K | 0.19% | 57 |
|