GPWA
Great Point 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
Q1 | $3.16M | Hold |
14,231
| – | – | 0.68% | 27 |
|
|
2024
Q4 | $3.42M | Buy |
14,231
+39
| +0.3% | +$9.37K | 0.75% | 27 |
|
|
2024
Q3 | $3.37M | Hold |
14,192
| – | – | 0.72% | 28 |
|
|
2024
Q2 | $3.09M | Hold |
14,192
| – | – | 0.71% | 27 |
|
|
2024
Q1 | $3.24M | Hold |
14,192
| – | – | 0.76% | 26 |
|
|
2023
Q4 | $3.03M | Hold |
14,192
| – | – | 0.79% | 29 |
|
|
2023
Q3 | $2.68M | Hold |
14,192
| – | – | 0.8% | 29 |
|
|
2023
Q2 | $2.82M | Buy |
14,192
+22
| +0.2% | +$4.38K | 0.85% | 29 |
|
|
2023
Q1 | $2.69M | Hold |
14,170
| – | – | 0.85% | 30 |
|
|
2022
Q4 | $2.6M | Hold |
14,170
| – | – | 0.87% | 28 |
|
|
2022
Q3 | $2.42M | Buy |
14,170
+21
| +0.1% | +$3.59K | 0.9% | 28 |
|
|
2022
Q2 | $2.49M | Buy |
14,149
+39
| +0.3% | +$6.87K | 0.88% | 29 |
|
|
2022
Q1 | $3M | Hold |
14,110
| – | – | 0.93% | 21 |
|
|
2021
Q4 | $3.19M | Hold |
14,110
| – | – | 0.98% | 20 |
|
|
2021
Q3 | $3.09M | Hold |
14,110
| – | – | 1.06% | 19 |
|
|
2021
Q2 | $3.18M | Hold |
14,110
| – | – | 1.11% | 19 |
|
|
2021
Q1 | $3.02M | Hold |
14,110
| – | – | 1.16% | 15 |
|
|
2020
Q4 | $2.75M | Sell |
14,110
-34
| -0.2% | -$6.62K | 1.18% | 18 |
|
|
2020
Q3 | $2.06M | Hold |
14,144
| – | – | 1.06% | 15 |
|
|
2020
Q2 | $2.06M | Buy |
14,144
+222
| +2% | +$32.3K | 1.06% | 15 |
|
|
2020
Q1 | $1.61M | Sell |
13,922
-34
| -0.2% | -$3.93K | 1.34% | 14 |
|
|
2019
Q4 | $2.31M | Buy |
13,956
+143
| +1% | +$23.7K | 1.43% | 13 |
|
|
2019
Q3 | $2.13M | Sell |
13,813
-4,887
| -26% | -$752K | 1.45% | 13 |
|
|
2019
Q2 | $2.93M | Sell |
18,700
-698
| -4% | -$109K | 2.37% | 12 |
|
|
2019
Q1 | $2.96M | Sell |
19,398
-694
| -3% | -$106K | 2.52% | 10 |
|
|
2018
Q4 | $2.65M | Buy |
+20,092
| New | +$2.65M | 2.51% | 11 |
|