GSWM
Greenup Street Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
10,259
+542
| +6% | +$128K | 0.42% | 42 |
|
|
2025
Q1 | $2.15M | Buy |
9,717
+1,835
| +23% | +$407K | 0.43% | 45 |
|
|
2024
Q4 | $1.89M | Sell |
7,882
-1,082
| -12% | -$260K | 0.38% | 49 |
|
|
2024
Q3 | $2.13M | Buy |
8,964
+820
| +10% | +$195K | 0.44% | 45 |
|
|
2024
Q2 | $1.78M | Buy |
8,144
+2,037
| +33% | +$444K | 0.42% | 44 |
|
|
2024
Q1 | $1.4M | Sell |
6,107
-807
| -12% | -$184K | 0.35% | 49 |
|
|
2023
Q4 | $1.47M | Buy |
6,914
+1,170
| +20% | +$250K | 0.41% | 43 |
|
|
2023
Q3 | $1.09M | Buy |
5,744
+1,387
| +32% | +$262K | 0.35% | 43 |
|
|
2023
Q2 | $867K | Buy |
4,357
+2,971
| +214% | +$591K | 0.24% | 63 |
|
|
2023
Q1 | $263K | Sell |
1,386
-3,052
| -69% | -$579K | 0.09% | 71 |
|
|
2022
Q4 | $815K | Buy |
4,438
+715
| +19% | +$131K | 0.34% | 57 |
|
|
2022
Q3 | $636K | Buy |
3,723
+699
| +23% | +$119K | 0.29% | 56 |
|
|
2022
Q2 | $533K | Sell |
3,024
-2,279
| -43% | -$402K | 0.25% | 58 |
|
|
2022
Q1 | $1.13M | Buy |
5,303
+1,702
| +47% | +$362K | 0.62% | 41 |
|
|
2021
Q4 | $814K | Buy |
+3,601
| New | +$814K | 0.48% | 47 |
|