GWSA
Global Wealth Strategies & Associates’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.7K | Sell |
55
-75
| -58% | -$14.6K | ﹤0.01% | 218 |
|
2025
Q1 | $24.2K | Sell |
130
-51
| -28% | -$9.5K | 0.01% | 166 |
|
2024
Q4 | $35.9K | Hold |
181
| – | – | 0.01% | 126 |
|
2024
Q3 | $36.3K | Hold |
181
| – | – | 0.01% | 115 |
|
2024
Q2 | $33K | Sell |
181
-56
| -24% | -$10.2K | 0.01% | 106 |
|
2024
Q1 | $45.5K | Buy |
237
+55
| +30% | +$10.6K | 0.02% | 95 |
|
2023
Q4 | $32.8K | Hold |
182
| – | – | 0.01% | 97 |
|
2023
Q3 | $29.1K | Hold |
182
| – | – | 0.01% | 99 |
|
2023
Q2 | $30.1K | Hold |
182
| – | – | 0.01% | 95 |
|
2023
Q1 | $28.9K | Buy |
182
+1
| +0.6% | +$159 | 0.01% | 95 |
|
2022
Q4 | $28.7K | Buy |
+181
| New | +$28.7K | 0.02% | 94 |
|