GSWM
Golden State 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 | $817K | Buy |
3,446
+210
| +6% | +$49.8K | 0.1% | 163 |
|
|
2025
Q1 | $718K | Sell |
3,236
-75
| -2% | -$16.6K | 0.11% | 155 |
|
|
2024
Q4 | $796K | Buy |
+3,311
| New | +$796K | 0.12% | 142 |
|
|
2022
Q1 | $674K | Buy |
3,172
+118
| +4% | +$25.1K | 0.13% | 146 |
|
|
2021
Q4 | $690K | Buy |
3,054
+129
| +4% | +$29.1K | 0.12% | 168 |
|
|
2021
Q3 | $640K | Hold |
2,925
| – | – | 0.14% | 140 |
|
|
2021
Q2 | $659K | Sell |
2,925
-421
| -13% | -$94.9K | 0.15% | 132 |
|
|
2021
Q1 | $716K | Buy |
3,346
+489
| +17% | +$105K | 0.24% | 75 |
|
|
2020
Q4 | $556K | Buy |
2,857
+408
| +17% | +$79.4K | 0.16% | 114 |
|
|
2020
Q3 | $377K | Sell |
2,449
-1,396
| -36% | -$215K | 0.13% | 123 |
|
|
2020
Q2 | $551K | Buy |
3,845
+1,671
| +77% | +$239K | 0.18% | 94 |
|
|
2020
Q1 | $251K | Buy |
+2,174
| New | +$251K | 0.11% | 126 |
|
|
2019
Q4 | – | Sell |
-2,365
| Closed | -$364K | – | 882 |
|
|
2019
Q3 | $364K | Buy |
2,365
+139
| +6% | +$21.4K | 0.12% | 139 |
|
|
2019
Q2 | $348K | Buy |
2,226
+166
| +8% | +$26K | 0.11% | 152 |
|
|
2019
Q1 | $315K | Buy |
+2,060
| New | +$315K | 0.11% | 162 |
|