GWM
GSB 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 | $296K | Buy |
1,251
+13
| +1% | +$3.08K | 0.07% | 183 |
|
|
2025
Q1 | $274K | Buy |
1,238
+73
| +6% | +$16.2K | 0.07% | 177 |
|
|
2024
Q4 | $280K | Buy |
1,165
+1
| +0.1% | +$240 | 0.07% | 183 |
|
|
2024
Q3 | $276K | Sell |
1,164
-177
| -13% | -$42K | 0.07% | 188 |
|
|
2024
Q2 | $292K | Sell |
1,341
-2
| -0.1% | -$436 | 0.08% | 178 |
|
|
2024
Q1 | $307K | Buy |
1,343
+117
| +10% | +$26.7K | 0.09% | 175 |
|
|
2023
Q4 | $261K | Buy |
1,226
+1
| +0.1% | +$213 | 0.08% | 181 |
|
|
2023
Q3 | $232K | Buy |
1,225
+1
| +0.1% | +$189 | 0.08% | 187 |
|
|
2023
Q2 | $244K | Sell |
1,224
-48
| -4% | -$9.55K | 0.08% | 184 |
|
|
2023
Q1 | $241K | Sell |
1,272
-10
| -0.8% | -$1.9K | 0.08% | 186 |
|
|
2022
Q4 | $235K | Sell |
1,282
-50
| -4% | -$9.18K | 0.08% | 180 |
|
|
2022
Q3 | $228K | Buy |
1,332
+1
| +0.1% | +$171 | 0.08% | 186 |
|
|
2022
Q2 | $234K | Hold |
1,331
| – | – | 0.08% | 193 |
|
|
2022
Q1 | $283K | Buy |
1,331
+1
| +0.1% | +$213 | 0.08% | 192 |
|
|
2021
Q4 | $301K | Buy |
+1,330
| New | +$301K | 0.09% | 187 |
|
|
2021
Q3 | – | Sell |
-1,714
| Closed | -$386K | – | 217 |
|
|
2021
Q2 | $386K | Buy |
1,714
+10
| +0.6% | +$2.25K | 0.12% | 173 |
|
|
2021
Q1 | $365K | Buy |
+1,704
| New | +$365K | 0.12% | 165 |
|