GHP Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $283K | Sell |
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|
2025
Q2 | $339K | Sell |
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|
2025
Q1 | $385K | Buy |
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|
2024
Q4 | $401K | Sell |
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|
2024
Q3 | $398K | Buy |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $286K | Sell |
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|
2023
Q4 | $277K | Buy |
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|
2023
Q3 | $239K | Buy |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | $220K | Hold |
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|
2022
Q4 | $213K | Hold |
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|
2022
Q3 | $199K | Hold |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $247K | Buy |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | $254K | Buy |
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|
2021
Q2 | $261K | Buy |
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|
2021
Q1 | $248K | Buy |
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