GWA
Gratus Wealth 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 | $294K | Sell |
1,239
-907
| -42% | -$215K | 0.04% | 112 |
|
|
2025
Q1 | $476K | Sell |
2,146
-97,335
| -98% | -$21.6M | 0.08% | 92 |
|
|
2024
Q4 | $23.9M | Buy |
99,481
+706
| +0.7% | +$170K | 3.83% | 13 |
|
|
2024
Q3 | $23.2M | Buy |
98,775
+2,023
| +2% | +$475K | 3.79% | 12 |
|
|
2024
Q2 | $22M | Sell |
96,752
-2,284
| -2% | -$519K | 3.79% | 13 |
|
|
2024
Q1 | $20.9M | Sell |
99,036
-5,675
| -5% | -$1.2M | 3.83% | 12 |
|
|
2023
Q4 | $22.3M | Buy |
+104,711
| New | +$22.3M | 4.4% | 8 |
|