GWM
GoalFusion Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
54,460
+1,098
| +2% | +$260K | 6.63% | 5 |
|
|
2025
Q1 | $11.8M | Buy |
53,362
+1,751
| +3% | +$388K | 6.48% | 5 |
|
|
2024
Q4 | $12.4M | Buy |
51,611
+348
| +0.7% | +$83.6K | 6.76% | 5 |
|
|
2024
Q3 | $12.2M | Buy |
51,263
+3,029
| +6% | +$719K | 6.74% | 5 |
|
|
2024
Q2 | $10.5M | Buy |
48,234
+1,139
| +2% | +$248K | 6.54% | 5 |
|
|
2024
Q1 | $10.8M | Buy |
47,095
+542
| +1% | +$124K | 6.86% | 5 |
|
|
2023
Q4 | $9.93M | Buy |
46,553
+444
| +1% | +$94.7K | 6.77% | 5 |
|
|
2023
Q3 | $8.72M | Buy |
46,109
+786
| +2% | +$149K | 6.48% | 5 |
|
|
2023
Q2 | $9.01M | Buy |
45,323
+1,143
| +3% | +$227K | 6.64% | 5 |
|
|
2023
Q1 | $8.37M | Sell |
44,180
-2,548
| -5% | -$483K | 6.58% | 5 |
|
|
2022
Q4 | $9.45M | Buy |
46,728
+2,367
| +5% | +$479K | 7.62% | 5 |
|
|
2022
Q3 | $7.58M | Buy |
44,361
+1,303
| +3% | +$223K | 7.17% | 5 |
|
|
2022
Q2 | $7.58M | Buy |
43,058
+2,472
| +6% | +$435K | 7.11% | 5 |
|
|
2022
Q1 | $8.62M | Buy |
40,586
+4,016
| +11% | +$853K | 7.43% | 5 |
|
|
2021
Q4 | $7.81M | Buy |
+36,570
| New | +$7.81M | 7.68% | 4 |
|