HPIA
Hamilton Point 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 | $302K | Hold |
688
| – | – | 0.05% | 113 |
|
|
2025
Q1 | $255K | Buy |
688
+143
| +26% | +$53K | 0.05% | 113 |
|
|
2024
Q4 | $224K | Buy |
545
+98
| +22% | +$40.2K | 0.04% | 116 |
|
|
2024
Q3 | $172K | Hold |
447
| – | – | 0.03% | 123 |
|
|
2024
Q2 | $167K | Hold |
447
| – | – | 0.03% | 115 |
|
|
2024
Q1 | $154K | Sell |
447
-30
| -6% | -$10.3K | 0.03% | 120 |
|
|
2023
Q4 | $148K | Hold |
477
| – | – | 0.03% | 125 |
|
|
2023
Q3 | $130K | Hold |
477
| – | – | 0.03% | 118 |
|
|
2023
Q2 | $135K | Hold |
477
| – | – | 0.03% | 122 |
|
|
2023
Q1 | $119K | Buy |
+477
| New | +$119K | 0.03% | 117 |
|