GWA
Gibson 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 | $2.86M | Sell |
12,088
-134
| -1% | -$31.8K | 2.13% | 7 |
|
|
2025
Q1 | $2.71M | Buy |
12,222
+86
| +0.7% | +$19.1K | 2.17% | 7 |
|
|
2024
Q4 | $2.92M | Buy |
12,136
+329
| +3% | +$79.1K | 2.41% | 6 |
|
|
2024
Q3 | $2.8M | Buy |
11,807
+28
| +0.2% | +$6.64K | 2.28% | 6 |
|
|
2024
Q2 | $2.57M | Sell |
11,779
-184
| -2% | -$40.1K | 2.4% | 6 |
|
|
2024
Q1 | $2.73M | Buy |
+11,963
| New | +$2.73M | 2.64% | 6 |
|
|
2022
Q4 | $143M | Buy |
773,563
+759,660
| +5,464% | +$141M | 2.76% | 6 |
|
|
2022
Q3 | $2.38M | Sell |
13,903
-1,922
| -12% | -$328K | 2.73% | 6 |
|
|
2022
Q2 | $2.79M | Sell |
15,825
-320
| -2% | -$56.4K | 3.11% | 6 |
|
|
2022
Q1 | $3.43M | Sell |
16,145
-279
| -2% | -$59.3K | 3.5% | 6 |
|
|
2021
Q4 | $3.71M | Buy |
+16,424
| New | +$3.71M | 3.82% | 6 |
|