GFPC
Global Financial Private Client’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
1,729
-12
| -0.7% | -$2.84K | 0.15% | 155 |
|
|
2025
Q1 | $386K | Buy |
1,741
+24
| +1% | +$5.32K | 0.15% | 147 |
|
|
2024
Q4 | $413K | Buy |
1,717
+7
| +0.4% | +$1.68K | 0.15% | 147 |
|
|
2024
Q3 | $406K | Hold |
1,710
| – | – | 0.16% | 143 |
|
|
2024
Q2 | $373K | Buy |
1,710
+9
| +0.5% | +$1.96K | 0.16% | 144 |
|
|
2024
Q1 | $385K | Buy |
1,701
+22
| +1% | +$4.99K | 0.17% | 139 |
|
|
2023
Q4 | $358K | Buy |
1,679
+1,217
| +263% | +$260K | 0.17% | 140 |
|
|
2023
Q3 | $86.2K | Hold |
462
| – | – | 0.04% | 227 |
|
|
2023
Q2 | $92.2K | Sell |
462
-46
| -9% | -$9.18K | 0.05% | 227 |
|
|
2023
Q1 | $96.3K | Hold |
508
| – | – | 0.05% | 216 |
|
|
2022
Q4 | $93.2K | Sell |
508
-31
| -6% | -$5.69K | 0.05% | 206 |
|
|
2022
Q3 | $94.7K | Sell |
539
-35
| -6% | -$6.15K | 0.05% | 201 |
|
|
2022
Q2 | $103K | Sell |
574
-11
| -2% | -$1.97K | 0.06% | 186 |
|
|
2022
Q1 | $125K | Buy |
585
+123
| +27% | +$26.4K | 0.06% | 173 |
|
|
2021
Q4 | $104K | Hold |
462
| – | – | 0.05% | 199 |
|
|
2021
Q3 | $103K | Hold |
462
| – | – | 0.05% | 179 |
|
|
2021
Q2 | $105K | Hold |
462
| – | – | 0.06% | 174 |
|
|
2021
Q1 | $100K | Sell |
462
-9
| -2% | -$1.96K | 0.07% | 150 |
|
|
2020
Q4 | $91.9K | Buy |
471
+83
| +21% | +$16.2K | 0.07% | 140 |
|
|
2020
Q3 | $60.7K | Sell |
388
-21
| -5% | -$3.28K | 0.05% | 167 |
|
|
2020
Q2 | $59.4K | Sell |
409
-4,188
| -91% | -$608K | 0.05% | 189 |
|
|
2020
Q1 | $498K | Buy |
4,597
+22
| +0.5% | +$2.39K | 0.53% | 45 |
|
|
2019
Q4 | $758K | Buy |
+4,575
| New | +$758K | 0.63% | 36 |
|