GWMR
GC Wealth Management RIA’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
13,789
-524
| -4% | -$92.6K | 0.2% | 113 |
|
|
2025
Q1 | $2.47M | Buy |
14,313
+559
| +4% | +$96.6K | 0.45% | 56 |
|
|
2024
Q4 | $2.33M | Buy |
13,754
+5
| +0% | +$847 | 0.41% | 57 |
|
|
2024
Q3 | $2.4M | Sell |
13,749
-1,215
| -8% | -$212K | 0.42% | 54 |
|
|
2024
Q2 | $2.4M | Buy |
14,964
+7,656
| +105% | +$1.23M | 0.47% | 43 |
|
|
2024
Q1 | $1.19M | Buy |
+7,308
| New | +$1.19M | 0.24% | 84 |
|