GWA
GGM 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
Q1 | $928K | Buy |
4,299
+452
| +12% | +$97.5K | 0.52% | 50 |
|
|
2024
Q4 | $924K | Buy |
3,847
+827
| +27% | +$199K | 0.48% | 48 |
|
|
2024
Q3 | $718K | Buy |
3,020
+1,105
| +58% | +$263K | 0.31% | 59 |
|
|
2024
Q2 | $418K | Buy |
1,915
+941
| +97% | +$205K | 0.19% | 83 |
|
|
2024
Q1 | $219K | Buy |
+974
| New | +$219K | 0.1% | 118 |
|
|
2022
Q1 | – | Sell |
-1,557
| Closed | -$343K | – | 144 |
|
|
2021
Q4 | $343K | Sell |
1,557
-90
| -5% | -$19.8K | 0.27% | 69 |
|
|
2021
Q3 | $381K | Buy |
1,647
+364
| +28% | +$84.2K | 0.3% | 65 |
|
|
2021
Q2 | $279K | Sell |
1,283
-42,421
| -97% | -$9.22M | 0.24% | 73 |
|
|
2021
Q1 | $9.72M | Buy |
43,704
+2,669
| +7% | +$594K | 7.76% | 3 |
|
|
2020
Q4 | $8.44M | Buy |
+41,035
| New | +$8.44M | 8.33% | 4 |
|