GWM
Grand Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6
| Closed | -$1.5K | – | 68 |
|
|
2024
Q3 | $1.5K | Hold |
6
| – | – | ﹤0.01% | 64 |
|
|
2024
Q2 | $1.38K | Hold |
6
| – | – | ﹤0.01% | 57 |
|
|
2024
Q1 | $1.44K | Hold |
6
| – | – | ﹤0.01% | 70 |
|
|
2023
Q4 | $1.34K | Sell |
6
-33
| -85% | -$7.39K | ﹤0.01% | 72 |
|
|
2023
Q3 | $7.29K | Buy |
39
+9
| +30% | +$1.68K | ﹤0.01% | 64 |
|
|
2023
Q2 | $5.97K | Buy |
+30
| New | +$5.97K | ﹤0.01% | 67 |
|
|
2022
Q3 | – | Sell |
-76
| Closed | -$13K | – | 62 |
|
|
2022
Q2 | $13K | Hold |
76
| – | – | 0.01% | 56 |
|
|
2022
Q1 | $16K | Hold |
76
| – | – | 0.01% | 53 |
|
|
2021
Q4 | $17K | Buy |
+76
| New | +$17K | 0.01% | 53 |
|