GPWA
Great Point Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $209K | Hold |
564
| – | – | 0.05% | 55 |
|
|
2024
Q4 | $231K | Hold |
564
| – | – | 0.05% | 55 |
|
|
2024
Q3 | $217K | Hold |
564
| – | – | 0.05% | 57 |
|
|
2024
Q2 | $211K | Buy |
+564
| New | +$211K | 0.05% | 52 |
|
|
2024
Q1 | – | Sell |
-684
| Closed | -$213K | – | 65 |
|
|
2023
Q4 | $213K | Buy |
+684
| New | +$213K | 0.06% | 59 |
|