GWANC
Guardian Wealth Advisors (North Carolina)’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
8,725
+648
| +8% | +$154K | 0.15% | 93 |
|
|
2025
Q1 | $1.79M | Buy |
8,077
+442
| +6% | +$98K | 0.14% | 91 |
|
|
2024
Q4 | $1.83M | Buy |
7,635
+1,459
| +24% | +$351K | 0.14% | 89 |
|
|
2024
Q3 | $1.47M | Buy |
6,176
+316
| +5% | +$75K | 0.16% | 81 |
|
|
2024
Q2 | $1.28M | Buy |
5,860
+367
| +7% | +$80K | 0.15% | 84 |
|
|
2024
Q1 | $1.26M | Buy |
5,493
+3,399
| +162% | +$777K | 0.15% | 84 |
|
|
2023
Q4 | $447K | Buy |
2,094
+651
| +45% | +$139K | 0.07% | 145 |
|
|
2023
Q3 | $279K | Sell |
1,443
-7
| -0.5% | -$1.35K | 0.05% | 190 |
|
|
2023
Q2 | $288K | Buy |
1,450
+175
| +14% | +$34.8K | 0.05% | 173 |
|
|
2023
Q1 | $242K | Buy |
1,275
+190
| +18% | +$36K | 0.04% | 188 |
|
|
2022
Q4 | $199K | Sell |
1,085
-215
| -17% | -$39.5K | 0.04% | 198 |
|
|
2022
Q3 | $222K | Buy |
1,300
+1,062
| +446% | +$181K | 0.04% | 170 |
|
|
2022
Q2 | $42K | Hold |
238
| – | – | 0.01% | 243 |
|
|
2022
Q1 | $51K | Hold |
238
| – | – | 0.02% | 189 |
|
|
2021
Q4 | $54K | Buy |
+238
| New | +$54K | 0.02% | 170 |
|