GIA
Goodwin Investment Advisory’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $742K | Sell |
2,680
-120
| -4% | -$33.2K | 0.86% | 15 |
|
2025
Q1 | $705K | Sell |
2,800
-5,212
| -65% | -$1.31M | 1.09% | 13 |
|
2024
Q4 | $2.24M | Sell |
8,012
-15
| -0.2% | -$4.2K | 1.17% | 14 |
|
2024
Q3 | $2.15M | Sell |
8,027
-264
| -3% | -$70.6K | 0.93% | 12 |
|
2024
Q2 | $2.07M | Sell |
8,291
-84
| -1% | -$21K | 0.95% | 14 |
|
2024
Q1 | $2.18M | Sell |
8,375
-221
| -3% | -$57.6K | 1.03% | 12 |
|
2023
Q4 | $2.08M | Buy |
8,596
+7,892
| +1,121% | +$1.91M | 1.08% | 12 |
|
2023
Q3 | $151K | Buy |
704
+295
| +72% | +$63.2K | 0.09% | 48 |
|
2023
Q2 | $94K | Buy |
409
+286
| +233% | +$65.7K | 0.05% | 56 |
|
2023
Q1 | $26.6K | Buy |
123
+55
| +81% | +$11.9K | 0.02% | 69 |
|
2022
Q4 | $13.6K | Buy |
+68
| New | +$13.6K | 0.01% | 137 |
|