GCA
Gradient Capital Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
13,497
+258
| +2% | +$61.1K | 0.94% | 34 |
|
|
2025
Q1 | $2.94M | Buy |
13,239
+76
| +0.6% | +$16.9K | 0.96% | 32 |
|
|
2024
Q4 | $3.16M | Sell |
13,163
-610
| -4% | -$147K | 1.02% | 31 |
|
|
2024
Q3 | $3.27M | Buy |
13,773
+197
| +1% | +$46.7K | 1.08% | 30 |
|
|
2024
Q2 | $2.96M | Sell |
13,576
-1,159
| -8% | -$253K | 1.06% | 30 |
|
|
2024
Q1 | $3.37M | Buy |
14,735
+20
| +0.1% | +$4.57K | 1.24% | 24 |
|
|
2023
Q4 | $3.14M | Sell |
14,715
-7
| -0% | -$1.49K | 1.2% | 24 |
|
|
2023
Q3 | $2.78M | Buy |
14,722
+130
| +0.9% | +$24.6K | 1.16% | 24 |
|
|
2023
Q2 | $2.9M | Sell |
14,592
-29
| -0.2% | -$5.77K | 1.16% | 24 |
|
|
2023
Q1 | $2.77M | Sell |
14,621
-277
| -2% | -$52.5K | 1.18% | 25 |
|
|
2022
Q4 | $2.73M | Sell |
14,898
-436
| -3% | -$80K | 1.24% | 23 |
|
|
2022
Q3 | $2.62M | Buy |
15,334
+46
| +0.3% | +$7.86K | 1.25% | 21 |
|
|
2022
Q2 | $2.69M | Buy |
15,288
+1,155
| +8% | +$203K | 1.29% | 19 |
|
|
2022
Q1 | $3M | Buy |
14,133
+650
| +5% | +$138K | 1.27% | 21 |
|
|
2021
Q4 | $3.05M | Buy |
13,483
+161
| +1% | +$36.4K | 1.27% | 21 |
|
|
2021
Q3 | $2.91M | Sell |
13,322
-515
| -4% | -$113K | 1.34% | 22 |
|
|
2021
Q2 | $3.12M | Buy |
13,837
+351
| +3% | +$79.1K | 1.46% | 20 |
|
|
2021
Q1 | $2.89M | Sell |
13,486
-1,097
| -8% | -$235K | 1.53% | 17 |
|
|
2020
Q4 | $2.84M | Sell |
14,583
-1,509
| -9% | -$294K | 1.62% | 15 |
|
|
2020
Q3 | $2.48M | Buy |
16,092
+178
| +1% | +$27.4K | 1.55% | 18 |
|
|
2020
Q2 | $2.32M | Buy |
15,914
+991
| +7% | +$144K | 1.57% | 17 |
|
|
2020
Q1 | $1.72M | Buy |
14,923
+59
| +0.4% | +$6.81K | 1.39% | 18 |
|
|
2019
Q4 | $2.46M | Sell |
14,864
-85
| -0.6% | -$14.1K | 1.71% | 15 |
|
|
2019
Q3 | $2.3M | Sell |
14,949
-195
| -1% | -$30K | 1.72% | 15 |
|
|
2019
Q2 | $2.37M | Buy |
15,144
+1
| +0% | +$157 | 1.82% | 15 |
|
|
2019
Q1 | $2.31M | Sell |
15,143
-126
| -0.8% | -$19.3K | 1.85% | 15 |
|
|
2018
Q4 | $2.02M | Buy |
15,269
+111
| +0.7% | +$14.6K | 1.74% | 15 |
|
|
2018
Q3 | $2.46M | Buy |
15,158
+117
| +0.8% | +$19K | 2.08% | 10 |
|
|
2018
Q2 | $2.34M | Sell |
15,041
-50
| -0.3% | -$7.78K | 2.17% | 11 |
|
|
2018
Q1 | $2.22M | Sell |
15,091
-222
| -1% | -$32.6K | 2.21% | 11 |
|
|
2017
Q4 | $2.26M | Buy |
+15,313
| New | +$2.26M | 2.32% | 10 |
|