GFWA
Grey Fox Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5M | Buy |
114,766
+5,342
| +5% | +$1.05M | 5.36% | 5 |
|
|
2025
Q1 | $20.4M | Buy |
109,424
+4,625
| +4% | +$862K | 5.44% | 5 |
|
|
2024
Q4 | $20.8M | Buy |
104,799
+2,234
| +2% | +$443K | 5.69% | 5 |
|
|
2024
Q3 | $20.6M | Buy |
102,565
+18,735
| +22% | +$3.76M | 5.74% | 5 |
|
|
2024
Q2 | $15.4M | Buy |
83,830
+4,652
| +6% | +$854K | 5.41% | 6 |
|
|
2024
Q1 | $15.2M | Buy |
79,178
+8,272
| +12% | +$1.59M | 5.71% | 5 |
|
|
2023
Q4 | $12.8M | Buy |
70,906
+10,096
| +17% | +$1.82M | 5.55% | 5 |
|
|
2023
Q3 | $9.7M | Buy |
60,810
+13,655
| +29% | +$2.18M | 4.86% | 7 |
|
|
2023
Q2 | $7.8M | Buy |
47,155
+5,382
| +13% | +$890K | 4.01% | 6 |
|
|
2023
Q1 | $6.63M | Buy |
41,773
+4,754
| +13% | +$755K | 3.92% | 5 |
|
|
2022
Q4 | $5.88M | Buy |
+37,019
| New | +$5.88M | 3.88% | 6 |
|