GWA
Geometric Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Buy |
3,837
+25
| +0.7% | +$5.92K | 0.14% | 28 |
|
|
2025
Q1 | $845K | Sell |
3,812
-6
| -0.2% | -$1.33K | 0.14% | 25 |
|
|
2024
Q4 | $917K | Buy |
3,818
+300
| +9% | +$72.1K | 0.17% | 25 |
|
|
2024
Q3 | $835K | Sell |
3,518
-208
| -6% | -$49.3K | 0.15% | 25 |
|
|
2024
Q2 | $812K | Buy |
3,726
+2,610
| +234% | +$569K | 0.17% | 23 |
|
|
2024
Q1 | $255K | Hold |
1,116
| – | – | 0.06% | 41 |
|
|
2023
Q4 | $238K | Buy |
+1,116
| New | +$238K | 0.06% | 40 |
|