GIA
Goodwin Investment Advisory’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,163
| Closed | -$835K | – | 42 |
|
|
2024
Q4 | $835K | Sell |
3,163
-194
| -6% | -$51.2K | 0.44% | 22 |
|
|
2024
Q3 | $886K | Sell |
3,357
-9
| -0.3% | -$2.37K | 0.38% | 19 |
|
|
2024
Q2 | $710K | Sell |
3,366
-50
| -1% | -$10.5K | 0.33% | 19 |
|
|
2024
Q1 | $854K | Sell |
3,416
-243
| -7% | -$60.7K | 0.4% | 19 |
|
|
2023
Q4 | $851K | Buy |
3,659
+951
| +35% | +$221K | 0.44% | 19 |
|
|
2023
Q3 | $564K | Buy |
2,708
+560
| +26% | +$117K | 0.33% | 20 |
|
|
2023
Q2 | $473K | Buy |
2,148
+1,483
| +223% | +$327K | 0.28% | 23 |
|
|
2023
Q1 | $140K | Buy |
665
+430
| +183% | +$90.7K | 0.09% | 50 |
|
|
2022
Q4 | $47.9K | Buy |
+235
| New | +$47.9K | 0.03% | 89 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | – | – | 216 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 157 |
|