GWM
GDS Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
1,320
-488
| -27% | -$116K | 0.02% | 144 |
|
|
2025
Q1 | $401K | Sell |
1,808
-1,109
| -38% | -$246K | 0.03% | 120 |
|
|
2024
Q4 | $701K | Sell |
2,917
-37
| -1% | -$8.89K | 0.06% | 99 |
|
|
2024
Q3 | $701K | Sell |
2,954
-61,207
| -95% | -$14.5M | 0.07% | 81 |
|
|
2024
Q2 | $14M | Buy |
64,161
+171
| +0.3% | +$37.3K | 1.53% | 28 |
|
|
2024
Q1 | $14.6M | Buy |
63,990
+1,689
| +3% | +$386K | 1.71% | 19 |
|
|
2023
Q4 | $13.3M | Buy |
62,301
+1,509
| +2% | +$322K | 1.79% | 18 |
|
|
2023
Q3 | $11.5M | Buy |
60,792
+3,285
| +6% | +$621K | 1.81% | 17 |
|
|
2023
Q2 | $11.4M | Buy |
57,507
+2,201
| +4% | +$438K | 1.86% | 15 |
|
|
2023
Q1 | $10.5M | Buy |
55,306
+3,043
| +6% | +$577K | 1.85% | 13 |
|
|
2022
Q4 | $9.59M | Buy |
52,263
+5,130
| +11% | +$942K | 1.83% | 16 |
|
|
2022
Q3 | $8.06M | Buy |
47,133
+4,006
| +9% | +$685K | 1.79% | 23 |
|
|
2022
Q2 | $7.6M | Buy |
43,127
+5,436
| +14% | +$957K | 1.7% | 23 |
|
|
2022
Q1 | $7.79M | Buy |
37,691
+1,401
| +4% | +$289K | 1.71% | 17 |
|
|
2021
Q4 | $8.2M | Buy |
+36,290
| New | +$8.2M | 1.83% | 15 |
|