GIA
GHP Investment 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 | $339K | Sell |
1,431
-307
| -18% | -$72.8K | 0.02% | 333 |
|
|
2025
Q1 | $385K | Buy |
1,738
+68
| +4% | +$15.1K | 0.02% | 319 |
|
|
2024
Q4 | $401K | Sell |
1,670
-7
| -0.4% | -$1.68K | 0.02% | 312 |
|
|
2024
Q3 | $398K | Buy |
1,677
+341
| +26% | +$80.9K | 0.02% | 321 |
|
|
2024
Q2 | $291K | Buy |
1,336
+83
| +7% | +$18.1K | 0.01% | 334 |
|
|
2024
Q1 | $286K | Sell |
1,253
-47
| -4% | -$10.7K | 0.01% | 345 |
|
|
2023
Q4 | $277K | Buy |
1,300
+1
| +0.1% | +$213 | 0.02% | 346 |
|
|
2023
Q3 | $239K | Buy |
1,299
+108
| +9% | +$19.9K | 0.01% | 351 |
|
|
2023
Q2 | $241K | Buy |
1,191
+29
| +2% | +$5.86K | 0.01% | 355 |
|
|
2023
Q1 | $220K | Hold |
1,162
| – | – | 0.01% | 361 |
|
|
2022
Q4 | $213K | Hold |
1,162
| – | – | 0.01% | 362 |
|
|
2022
Q3 | $199K | Hold |
1,162
| – | – | 0.02% | 354 |
|
|
2022
Q2 | $205K | Hold |
1,162
| – | – | 0.02% | 348 |
|
|
2022
Q1 | $247K | Buy |
1,162
+1
| +0.1% | +$213 | 0.02% | 337 |
|
|
2021
Q4 | $262K | Buy |
1,161
+1
| +0.1% | +$226 | 0.02% | 292 |
|
|
2021
Q3 | $254K | Buy |
1,160
+1
| +0.1% | +$219 | 0.02% | 284 |
|
|
2021
Q2 | $261K | Buy |
1,159
+1
| +0.1% | +$225 | 0.02% | 276 |
|
|
2021
Q1 | $248K | Buy |
+1,158
| New | +$248K | 0.02% | 279 |
|