Goldstein Advisors’s Vanguard Growth ETF VUG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2M	Buy	27,462 +1,368	+5%	+$106K	0.22%	45
2025 Q4	$2.12M	Sell	26,094 -534	-2%	-$43.3K	0.24%	44
2025 Q3	$2.13M	Sell	26,628 -522	-2%	-$39.9K	0.26%	40
2025 Q2	$1.98M	Buy	27,150 +2,220	+9%	+$146K	0.27%	39
2025 Q1	$1.54M	Buy	24,930 +924	+4%	+$62.3K	0.23%	42
2024 Q4	$1.64M	Sell	24,006 -1,746	-7%	-$117K	0.24%	41
2024 Q3	$1.65M	Buy	25,752 +12	+0%	+$744	0.25%	39
2024 Q2	$1.6M	Buy	25,740 +108	+0.4%	+$6.3K	0.27%	38
2024 Q1	$1.47M	Sell	25,632 -330	-1%	-$18.1K	0.25%	39
2023 Q4	$1.35M	Sell	25,962 -7,410	-22%	-$358K	0.23%	66
2023 Q3	$1.51M	Sell	33,372 -2,364	-7%	-$112K	0.32%	35
2023 Q2	$1.69M	Buy	35,736 +6,084	+21%	+$264K	0.35%	36
2023 Q1	$1.23M	Buy	29,652 +7,806	+36%	+$304K	0.27%	43
2022 Q4	$776K	Buy	+21,846	New	+$804K	0.19%	57