GWM
Guardian 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 | – | Sell |
-95
| Closed | -$24K | – | 202 |
|
|
2025
Q1 | $24K | Hold |
95
| – | – | 0.02% | 129 |
|
|
2024
Q4 | $26.6K | Hold |
95
| – | – | 0.02% | 137 |
|
|
2024
Q3 | $25.4K | Buy |
95
+8
| +9% | +$2.14K | 0.02% | 135 |
|
|
2024
Q2 | $21.7K | Hold |
87
| – | – | 0.02% | 136 |
|
|
2024
Q1 | $22.6K | Hold |
87
| – | – | 0.02% | 132 |
|
|
2023
Q4 | $20.9K | Buy |
87
+35
| +67% | +$8.43K | 0.02% | 137 |
|
|
2023
Q3 | $11.2K | Hold |
52
| – | – | 0.01% | 155 |
|
|
2023
Q2 | $12K | Hold |
52
| – | – | 0.01% | 149 |
|
|
2023
Q1 | $11.3K | Buy |
52
+34
| +189% | +$7.39K | 0.01% | 153 |
|
|
2022
Q4 | $3.64K | Hold |
18
| – | – | ﹤0.01% | 206 |
|
|
2022
Q3 | $4K | Hold |
18
| – | – | ﹤0.01% | 197 |
|
|
2022
Q2 | $4K | Sell |
18
-81
| -82% | -$18K | ﹤0.01% | 189 |
|
|
2022
Q1 | $25K | Hold |
99
| – | – | 0.02% | 143 |
|
|
2021
Q4 | $28K | Buy |
+99
| New | +$28K | 0.03% | 135 |
|