GWP
Gateway Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-37,327
| Closed | -$7.06M | – | 281 |
|
|
2023
Q3 | $7.06M | Buy |
37,327
+3,688
| +11% | +$697K | 1.27% | 16 |
|
|
2023
Q2 | $6.69M | Buy |
33,639
+562
| +2% | +$112K | 1.2% | 18 |
|
|
2023
Q1 | $6.27M | Buy |
33,077
+809
| +3% | +$153K | 0.96% | 23 |
|
|
2022
Q4 | $5.92M | Buy |
+32,268
| New | +$5.92M | 1.02% | 22 |
|