GWM
GSB Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
4,332
-2,053
| -32% | -$569K | 0.29% | 94 |
|
|
2025
Q1 | $1.61M | Sell |
6,385
-538
| -8% | -$135K | 0.42% | 79 |
|
|
2024
Q4 | $1.94M | Buy |
6,923
+621
| +10% | +$174K | 0.5% | 73 |
|
|
2024
Q3 | $1.68M | Sell |
6,302
-220
| -3% | -$58.8K | 0.43% | 75 |
|
|
2024
Q2 | $1.63M | Hold |
6,522
| – | – | 0.45% | 74 |
|
|
2024
Q1 | $1.7M | Sell |
6,522
-142
| -2% | -$37K | 0.48% | 74 |
|
|
2023
Q4 | $1.61M | Sell |
6,664
-100
| -1% | -$24.2K | 0.5% | 68 |
|
|
2023
Q3 | $1.45M | Sell |
6,764
-175
| -3% | -$37.5K | 0.49% | 69 |
|
|
2023
Q2 | $1.59M | Sell |
6,939
-425
| -6% | -$97.6K | 0.52% | 67 |
|
|
2023
Q1 | $1.59M | Sell |
7,364
-438
| -6% | -$94.8K | 0.52% | 69 |
|
|
2022
Q4 | $1.56M | Sell |
7,802
-4,050
| -34% | -$812K | 0.56% | 62 |
|
|
2022
Q3 | $2.31M | Sell |
11,852
-695
| -6% | -$136K | 0.84% | 35 |
|
|
2022
Q2 | $2.47M | Sell |
12,547
-1,085
| -8% | -$214K | 0.84% | 34 |
|
|
2022
Q1 | $3.38M | Sell |
13,632
-577
| -4% | -$143K | 0.99% | 24 |
|
|
2021
Q4 | $4M | Sell |
14,209
-390
| -3% | -$110K | 1.15% | 14 |
|
|
2021
Q3 | $4.09M | Buy |
14,599
+504
| +4% | +$141K | 2.1% | 7 |
|
|
2021
Q2 | $4.09M | Buy |
14,095
+1,823
| +15% | +$528K | 1.27% | 14 |
|
|
2021
Q1 | $3.37M | Buy |
+12,272
| New | +$3.37M | 1.12% | 16 |
|