Goodwin Investment Advisory’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	$1.35M	Sell	18,558 -3,984	-18%	-$310K	1.61%	8
2025 Q4	$1.83M	Buy	22,542 +1,098	+5%	+$89.1K	2.01%	8
2025 Q3	$1.71M	Buy	21,444 +2,544	+13%	+$194K	1.84%	8
2025 Q2	$1.38M	Buy	18,900 +5,958	+46%	+$392K	1.59%	10
2025 Q1	$800K	Sell	12,942 -20,136	-61%	-$1.36M	1.24%	12
2024 Q4	$2.26M	Sell	33,078 -54	-0.2%	-$3.63K	1.18%	13
2024 Q3	$2.12M	Sell	33,132 -228	-0.7%	-$14.1K	0.92%	13
2024 Q2	$2.08M	Sell	33,360 -408	-1%	-$23.8K	0.95%	13
2024 Q1	$1.94M	Sell	33,768 -4,398	-12%	-$242K	0.91%	14
2023 Q4	$1.98M	Buy	38,166 +12,660	+50%	+$611K	1.03%	13
2023 Q3	$1.16M	Buy	25,506 +2,592	+11%	+$122K	0.68%	14
2023 Q2	$1.08M	Sell	22,914 -3,414	-13%	-$148K	0.63%	13
2023 Q1	$1.09M	Buy	26,328 +4,308	+20%	+$168K	0.71%	14
2022 Q4	$782K	Buy	+22,020	New	+$810K	0.56%	16