GIA
Guyasuta Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
7,905
+500
| +7% | +$219K | 0.21% | 62 |
|
|
2025
Q1 | $2.75M | Sell |
7,405
-1,650
| -18% | -$612K | 0.18% | 71 |
|
|
2024
Q4 | $3.72M | Buy |
9,055
+900
| +11% | +$369K | 0.23% | 57 |
|
|
2024
Q3 | $3.13M | Buy |
8,155
+4,475
| +122% | +$1.72M | 0.19% | 61 |
|
|
2024
Q2 | $1.14M | Hold |
3,680
| – | – | 0.08% | 103 |
|
|
2024
Q1 | $1.14M | Hold |
3,680
| – | – | 0.08% | 103 |
|
|
2023
Q4 | $1.14M | Buy |
3,680
+2,530
| +220% | +$787K | 0.08% | 103 |
|
|
2023
Q3 | $313K | Sell |
1,150
-1,250
| -52% | -$340K | 0.02% | 179 |
|
|
2023
Q2 | $679K | Buy |
2,400
+250
| +12% | +$70.7K | 0.05% | 125 |
|
|
2023
Q1 | $536K | Buy |
2,150
+1,000
| +87% | +$249K | 0.04% | 143 |
|
|
2022
Q4 | $245K | Hold |
1,150
| – | – | 0.02% | 211 |
|
|
2022
Q3 | $246K | Hold |
1,150
| – | – | 0.02% | 191 |
|
|
2022
Q2 | $256K | Sell |
1,150
-4,500
| -80% | -$1M | 0.02% | 228 |
|
|
2022
Q1 | $1.63M | Sell |
5,650
-3,000
| -35% | -$863K | 0.11% | 95 |
|
|
2021
Q4 | $2.78M | Hold |
8,650
| – | – | 0.18% | 74 |
|
|
2021
Q3 | $2.51M | Hold |
8,650
| – | – | 0.18% | 71 |
|
|
2021
Q2 | $2.48M | Buy |
8,650
+500
| +6% | +$143K | 0.18% | 75 |
|
|
2021
Q1 | $2.1M | Buy |
8,150
+1,500
| +23% | +$386K | 0.16% | 82 |
|
|
2020
Q4 | $1.69M | Buy |
6,650
+1,000
| +18% | +$253K | 0.14% | 84 |
|
|
2020
Q3 | $1.29M | Buy |
5,650
+1,500
| +36% | +$341K | 0.12% | 88 |
|
|
2020
Q2 | $839K | Buy |
+4,150
| New | +$839K | 0.09% | 107 |
|
|
2020
Q1 | – | Sell |
-5,735
| Closed | -$1.05M | – | 212 |
|
|
2019
Q4 | $1.05M | Hold |
5,735
| – | – | 0.1% | 105 |
|
|
2019
Q3 | $954K | Hold |
5,735
| – | – | 0.1% | 105 |
|
|
2019
Q2 | $937K | Sell |
5,735
-1,500
| -21% | -$245K | 0.1% | 108 |
|
|
2019
Q1 | $1.13M | Sell |
7,235
-915
| -11% | -$143K | 0.13% | 91 |
|
|
2018
Q4 | $1.1M | Buy |
8,150
+2,294
| +39% | +$308K | 0.14% | 89 |
|
|
2018
Q3 | $943K | Sell |
5,856
-315
| -5% | -$50.7K | 0.1% | 113 |
|
|
2018
Q2 | $924K | Buy |
+6,171
| New | +$924K | 0.11% | 110 |
|
|
2018
Q1 | – | Sell |
-3,517
| Closed | -$495K | – | 234 |
|
|
2017
Q4 | $495K | Hold |
3,517
| – | – | 0.06% | 149 |
|
|
2017
Q3 | $467K | Buy |
+3,517
| New | +$467K | 0.06% | 143 |
|
|
2016
Q3 | – | Sell |
-3,885
| Closed | -$416K | – | 222 |
|
|
2016
Q2 | $416K | Buy |
+3,885
| New | +$416K | 0.06% | 147 |
|