Great Point Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.16M | Hold |
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|
2024
Q4 | $3.42M | Buy |
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2024
Q3 | $3.37M | Hold |
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|
2024
Q2 | $3.09M | Hold |
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|
2024
Q1 | $3.24M | Hold |
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|
2023
Q4 | $3.03M | Hold |
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|
2023
Q3 | $2.68M | Hold |
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|
2023
Q2 | $2.82M | Buy |
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|
2023
Q1 | $2.69M | Hold |
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|
2022
Q4 | $2.6M | Hold |
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|
2022
Q3 | $2.42M | Buy |
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|
2022
Q2 | $2.49M | Buy |
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|
2022
Q1 | $3M | Hold |
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|
2021
Q4 | $3.19M | Hold |
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|
2021
Q3 | $3.08M | Hold |
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|
2021
Q2 | $3.18M | Hold |
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|
2021
Q1 | $3.02M | Hold |
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|
2020
Q4 | $2.75M | Sell |
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|
2020
Q3 | $2.06M | Hold |
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|
2020
Q2 | $2.06M | Buy |
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|
2020
Q1 | $1.61M | Sell |
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|
2019
Q4 | $2.31M | Buy |
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|
2019
Q3 | $2.13M | Sell |
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|
2019
Q2 | $2.93M | Sell |
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|
2019
Q1 | $2.96M | Sell |
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|
2018
Q4 | $2.65M | Buy |
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