GFA
Gallagher Fiduciary Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Sell |
87,206
-2,571
| -3% | -$501K | 0.66% | 11 |
|
|
2025
Q1 | $16.7M | Buy |
89,777
+411
| +0.5% | +$76.6K | 0.55% | 15 |
|
|
2024
Q4 | $17.7M | Sell |
89,366
-12,462
| -12% | -$2.47M | 3.47% | 6 |
|
|
2024
Q3 | $20.4M | Sell |
101,828
-59,759
| -37% | -$12M | 4.14% | 5 |
|
|
2024
Q2 | $29.5M | Sell |
161,587
-26,506
| -14% | -$4.84M | 6.61% | 3 |
|
|
2024
Q1 | $36.1M | Sell |
188,093
-2,736
| -1% | -$525K | 1.28% | 6 |
|
|
2023
Q4 | $34.3M | Sell |
190,829
-6,291
| -3% | -$1.13M | 1.18% | 7 |
|
|
2023
Q3 | $31.4M | Buy |
197,120
+10,297
| +6% | +$1.64M | 2.77% | 6 |
|
|
2023
Q2 | $30.9M | Buy |
186,823
+3,581
| +2% | +$592K | 2.35% | 7 |
|
|
2023
Q1 | $29.1M | Buy |
+183,242
| New | +$29.1M | 2.4% | 7 |
|