GIA
Goodwin Investment Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Sell |
5,134
-60
| -1% | -$34.1K | 3.37% | 5 |
|
|
2025
Q1 | $2.67M | Sell |
5,194
-1,379
| -21% | -$709K | 4.15% | 5 |
|
|
2024
Q4 | $3.54M | Sell |
6,573
-157
| -2% | -$84.6K | 1.85% | 10 |
|
|
2024
Q3 | $3.55M | Sell |
6,730
-63
| -0.9% | -$33.2K | 1.54% | 9 |
|
|
2024
Q2 | $3.4M | Sell |
6,793
-57
| -0.8% | -$28.5K | 1.56% | 9 |
|
|
2024
Q1 | $3.29M | Sell |
6,850
-320
| -4% | -$154K | 1.55% | 9 |
|
|
2023
Q4 | $3.13M | Sell |
7,170
-2,075
| -22% | -$906K | 1.63% | 9 |
|
|
2023
Q3 | $3.63M | Hold |
9,245
| – | – | 2.15% | 7 |
|
|
2023
Q2 | $3.77M | Buy |
9,245
+143
| +2% | +$58.2K | 2.2% | 8 |
|
|
2023
Q1 | $3.42M | Sell |
9,102
-800
| -8% | -$301K | 2.23% | 7 |
|
|
2022
Q4 | $3.48M | Sell |
9,902
-94,950
| -91% | -$33.4M | 2.47% | 8 |
|
|
2022
Q3 | $34.4M | Buy |
104,852
+8,450
| +9% | +$2.77M | 26.05% | 2 |
|
|
2022
Q2 | $33.4M | Buy |
96,402
+4,026
| +4% | +$1.4M | 25.77% | 2 |
|
|
2022
Q1 | $38.3M | Buy |
92,376
+17,886
| +24% | +$7.42M | 26.29% | 1 |
|
|
2021
Q4 | $32.5M | Buy |
74,490
+6,881
| +10% | +$3M | 24.33% | 2 |
|
|
2021
Q3 | $26.7M | Buy |
67,609
+1,393
| +2% | +$550K | 25.91% | 2 |
|
|
2021
Q2 | $26.1M | Buy |
66,216
+4,544
| +7% | +$1.79M | 28.36% | 2 |
|
|
2021
Q1 | $22.5M | Sell |
61,672
-11,881
| -16% | -$4.33M | 26.45% | 2 |
|
|
2020
Q4 | $25.3M | Buy |
+73,553
| New | +$25.3M | 30.9% | 1 |
|