GWMIA
Global Wealth Management Investment Advisory’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
6,416
+167
| +3% | +$39.6K | 0.29% | 83 |
|
|
2025
Q1 | $1.39M | Sell |
6,249
-210
| -3% | -$46.6K | 0.28% | 85 |
|
|
2024
Q4 | $1.55M | Buy |
6,459
+294
| +5% | +$70.6K | 0.32% | 84 |
|
|
2024
Q3 | $1.46M | Buy |
6,165
+158
| +3% | +$37.5K | 0.32% | 83 |
|
|
2024
Q2 | $1.31M | Sell |
6,007
-334
| -5% | -$72.8K | 0.3% | 81 |
|
|
2024
Q1 | $1.45M | Sell |
6,341
-836
| -12% | -$191K | 0.36% | 75 |
|
|
2023
Q4 | $1.53M | Sell |
7,177
-232
| -3% | -$49.5K | 0.39% | 70 |
|
|
2023
Q3 | $1.4M | Sell |
7,409
-274
| -4% | -$51.8K | 0.39% | 72 |
|
|
2023
Q2 | $1.53M | Sell |
7,683
-312
| -4% | -$62.1K | 0.42% | 65 |
|
|
2023
Q1 | $1.52M | Buy |
7,995
+787
| +11% | +$149K | 0.46% | 65 |
|
|
2022
Q4 | $1.32M | Sell |
7,208
-66
| -0.9% | -$12.1K | 0.43% | 68 |
|
|
2022
Q3 | $1.24M | Sell |
7,274
-67
| -0.9% | -$11.4K | 0.44% | 68 |
|
|
2022
Q2 | $1.29M | Sell |
7,341
-335
| -4% | -$59K | 0.44% | 67 |
|
|
2022
Q1 | $1.63M | Buy |
7,676
+133
| +2% | +$28.3K | 0.49% | 68 |
|
|
2021
Q4 | $1.71M | Sell |
7,543
-180
| -2% | -$40.7K | 0.51% | 66 |
|
|
2021
Q3 | $1.69M | Buy |
7,723
+21
| +0.3% | +$4.59K | 0.53% | 67 |
|
|
2021
Q2 | $1.74M | Buy |
7,702
+159
| +2% | +$35.8K | 0.58% | 63 |
|
|
2021
Q1 | $1.62M | Sell |
7,543
-1,353
| -15% | -$290K | 0.58% | 63 |
|
|
2020
Q4 | $1.73M | Sell |
8,896
-124
| -1% | -$24.1K | 0.67% | 55 |
|
|
2020
Q3 | $1.39M | Buy |
9,020
+46
| +0.5% | +$7.07K | 0.6% | 61 |
|
|
2020
Q2 | $1.31M | Buy |
8,974
+3,324
| +59% | +$484K | 0.56% | 64 |
|
|
2020
Q1 | $652K | Buy |
5,650
+236
| +4% | +$27.2K | 0.33% | 74 |
|
|
2019
Q4 | $897K | Buy |
5,414
+199
| +4% | +$33K | 0.38% | 72 |
|
|
2019
Q3 | $803K | Buy |
5,215
+148
| +3% | +$22.8K | 0.37% | 70 |
|
|
2019
Q2 | $794K | Buy |
5,067
+45
| +0.9% | +$7.05K | 0.38% | 72 |
|
|
2019
Q1 | $767K | Buy |
5,022
+214
| +4% | +$32.7K | 0.4% | 71 |
|
|
2018
Q4 | $635K | Buy |
+4,808
| New | +$635K | 0.37% | 77 |
|