GC Wealth Management RIA’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
8,180
+291
| +4% | +$69K | 0.16% | 139 |
|
|
2025
Q1 | $1.75M | Sell |
7,889
-12
| -0.2% | -$2.66K | 0.32% | 74 |
|
|
2024
Q4 | $1.9M | Buy |
7,901
+925
| +13% | +$222K | 0.33% | 67 |
|
|
2024
Q3 | $1.65M | Buy |
6,976
+826
| +13% | +$196K | 0.29% | 76 |
|
|
2024
Q2 | $1.34M | Sell |
6,150
-498
| -7% | -$109K | 0.26% | 79 |
|
|
2024
Q1 | $1.52M | Buy |
+6,648
| New | +$1.52M | 0.3% | 66 |
|