GIA
Goodwin Investment Advisory’s Vanguard Total Stock Market ETF VTI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $295K | Hold |
969
| – | – | 0.34% | 18 |
|
2025
Q1 | $266K | Sell |
969
-41
| -4% | -$11.3K | 0.41% | 22 |
|
2024
Q4 | $293K | Hold |
1,010
| – | – | 0.15% | 34 |
|
2024
Q3 | $286K | Hold |
1,010
| – | – | 0.12% | 30 |
|
2024
Q2 | $270K | Hold |
1,010
| – | – | 0.12% | 30 |
|
2024
Q1 | $262K | Sell |
1,010
-412
| -29% | -$107K | 0.12% | 29 |
|
2023
Q4 | $337K | Sell |
1,422
-38
| -3% | -$9.01K | 0.18% | 29 |
|
2023
Q3 | $310K | Hold |
1,460
| – | – | 0.18% | 34 |
|
2023
Q2 | $322K | Sell |
1,460
-2
| -0.1% | -$441 | 0.19% | 36 |
|
2023
Q1 | $298K | Sell |
1,462
-111
| -7% | -$22.7K | 0.19% | 39 |
|
2022
Q4 | $301K | Buy |
1,573
+113
| +8% | +$21.6K | 0.21% | 36 |
|
2022
Q3 | $262K | Hold |
1,460
| – | – | 0.2% | 41 |
|
2022
Q2 | $275K | Sell |
1,460
-345
| -19% | -$65.1K | 0.21% | 36 |
|
2022
Q1 | $411K | Sell |
1,805
-273
| -13% | -$62.2K | 0.28% | 31 |
|
2021
Q4 | $503K | Buy |
2,078
+422
| +25% | +$102K | 0.38% | 24 |
|
2021
Q3 | $367K | Buy |
1,656
+24
| +1% | +$5.32K | 0.36% | 26 |
|
2021
Q2 | $363K | Hold |
1,632
| – | – | 0.4% | 19 |
|
2021
Q1 | $337K | Hold |
1,632
| – | – | 0.4% | 20 |
|
2020
Q4 | $318K | Buy |
+1,632
| New | +$318K | 0.39% | 22 |
|