GWANC
Guardian Wealth Advisors (North Carolina)’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 | $36.9K | Hold |
133
| – | – | ﹤0.01% | 419 |
|
|
2025
Q1 | $33.5K | Buy |
133
+70
| +111% | +$17.6K | ﹤0.01% | 406 |
|
|
2024
Q4 | $17.6K | Sell |
63
-13
| -17% | -$3.63K | ﹤0.01% | 421 |
|
|
2024
Q3 | $20.3K | Hold |
76
| – | – | ﹤0.01% | 355 |
|
|
2024
Q2 | $18.9K | Sell |
76
-38
| -33% | -$9.46K | ﹤0.01% | 347 |
|
|
2024
Q1 | $29.6K | Sell |
114
-349
| -75% | -$90.7K | ﹤0.01% | 347 |
|
|
2023
Q4 | $112K | Sell |
463
-31
| -6% | -$7.49K | 0.02% | 264 |
|
|
2023
Q3 | $106K | Hold |
494
| – | – | 0.02% | 258 |
|
|
2023
Q2 | $113K | Sell |
494
-96
| -16% | -$22K | 0.02% | 244 |
|
|
2023
Q1 | $128K | Buy |
590
+8
| +1% | +$1.73K | 0.02% | 234 |
|
|
2022
Q4 | $117K | Hold |
582
| – | – | 0.02% | 219 |
|
|
2022
Q3 | $114K | Sell |
582
-2
| -0.3% | -$392 | 0.02% | 208 |
|
|
2022
Q2 | $115K | Sell |
584
-95
| -14% | -$18.7K | 0.02% | 199 |
|
|
2022
Q1 | $169K | Sell |
679
-125
| -16% | -$31.1K | 0.07% | 165 |
|
|
2021
Q4 | $227K | Buy |
+804
| New | +$227K | 0.1% | 138 |
|