GFWA
Grey Fox Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51M | Buy |
116,307
+4,655
| +4% | +$2.04M | 12.17% | 2 |
|
|
2025
Q1 | $41.4M | Sell |
111,652
-161
| -0.1% | -$59.7K | 11.04% | 2 |
|
|
2024
Q4 | $44.7M | Buy |
111,813
+1,977
| +2% | +$790K | 12.25% | 2 |
|
|
2024
Q3 | $41.1M | Buy |
109,836
+15,746
| +17% | +$5.89M | 11.45% | 2 |
|
|
2024
Q2 | $34.1M | Buy |
94,090
+6,829
| +8% | +$2.48M | 12% | 2 |
|
|
2024
Q1 | $30M | Buy |
87,261
+4,479
| +5% | +$1.54M | 11.29% | 2 |
|
|
2023
Q4 | $25.7M | Buy |
82,782
+5,853
| +8% | +$1.82M | 11.19% | 2 |
|
|
2023
Q3 | $20.9M | Buy |
76,929
+4,331
| +6% | +$1.18M | 10.51% | 1 |
|
|
2023
Q2 | $20.5M | Buy |
72,598
+15,579
| +27% | +$4.41M | 10.57% | 1 |
|
|
2023
Q1 | $14.2M | Buy |
57,019
+10,664
| +23% | +$2.66M | 8.4% | 1 |
|
|
2022
Q4 | $9.88M | Buy |
+46,355
| New | +$9.88M | 6.52% | 3 |
|