Guardian Wealth Advisors (North Carolina)’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
Q2 | $2.07M | Buy |
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|
2025
Q1 | $1.79M | Buy |
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|
2024
Q4 | $1.83M | Buy |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $447K | Buy |
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|
2023
Q3 | $279K | Sell |
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|
2023
Q2 | $288K | Buy |
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|
2023
Q1 | $242K | Buy |
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|
2022
Q4 | $199K | Sell |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $42K | Hold |
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|
2022
Q1 | $51K | Hold |
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|
2021
Q4 | $54K | Buy |
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