GKWIM
Gerber Kawasaki Wealth & Investment 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 | $444K | Buy |
1,871
+288
| +18% | +$68.3K | 0.02% | 217 |
|
|
2025
Q1 | $351K | Buy |
1,583
+142
| +10% | +$31.5K | 0.02% | 223 |
|
|
2024
Q4 | $346K | Sell |
1,441
-130
| -8% | -$31.2K | 0.02% | 218 |
|
|
2024
Q3 | $373K | Buy |
1,571
+137
| +10% | +$32.5K | 0.02% | 210 |
|
|
2024
Q2 | $313K | Sell |
1,434
-25
| -2% | -$5.45K | 0.02% | 221 |
|
|
2024
Q1 | $334K | Sell |
1,459
-191
| -12% | -$43.7K | 0.02% | 211 |
|
|
2023
Q4 | $352K | Sell |
1,650
-16
| -1% | -$3.42K | 0.02% | 190 |
|
|
2023
Q3 | $315K | Sell |
1,666
-98
| -6% | -$18.5K | 0.02% | 194 |
|
|
2023
Q2 | $351K | Buy |
1,764
+115
| +7% | +$22.9K | 0.02% | 184 |
|
|
2023
Q1 | $313K | Sell |
1,649
-109
| -6% | -$20.7K | 0.02% | 193 |
|
|
2022
Q4 | $323K | Buy |
1,758
+452
| +35% | +$83K | 0.03% | 192 |
|
|
2022
Q3 | $223K | Buy |
+1,306
| New | +$223K | 0.02% | 209 |
|
|
2022
Q2 | – | Sell |
-1,069
| Closed | -$227K | – | 272 |
|
|
2022
Q1 | $227K | Buy |
1,069
+86
| +9% | +$18.3K | 0.02% | 236 |
|
|
2021
Q4 | $222K | Buy |
983
+79
| +9% | +$17.8K | 0.02% | 248 |
|
|
2021
Q3 | $197K | Sell |
904
-528
| -37% | -$115K | 0.03% | 178 |
|
|
2021
Q2 | $322K | Buy |
+1,432
| New | +$322K | 0.03% | 182 |
|