GIA
Goodwin Investment Advisory’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
3,150
+993
| +46% | +$435K | 1.59% | 10 |
|
|
2025
Q1 | $800K | Sell |
2,157
-3,356
| -61% | -$1.24M | 1.24% | 12 |
|
|
2024
Q4 | $2.26M | Sell |
5,513
-9
| -0.2% | -$3.69K | 1.18% | 13 |
|
|
2024
Q3 | $2.12M | Sell |
5,522
-38
| -0.7% | -$14.6K | 0.92% | 13 |
|
|
2024
Q2 | $2.08M | Sell |
5,560
-68
| -1% | -$25.4K | 0.95% | 13 |
|
|
2024
Q1 | $1.94M | Sell |
5,628
-733
| -12% | -$252K | 0.91% | 14 |
|
|
2023
Q4 | $1.98M | Buy |
6,361
+2,110
| +50% | +$656K | 1.03% | 13 |
|
|
2023
Q3 | $1.16M | Buy |
4,251
+432
| +11% | +$118K | 0.68% | 14 |
|
|
2023
Q2 | $1.08M | Sell |
3,819
-569
| -13% | -$161K | 0.63% | 13 |
|
|
2023
Q1 | $1.09M | Buy |
4,388
+718
| +20% | +$179K | 0.71% | 14 |
|
|
2022
Q4 | $782K | Buy |
+3,670
| New | +$782K | 0.56% | 16 |
|