GWA
Guidant Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $8.91M | Buy |
48,932
+4,844
| +11% | +$882K | 3.31% | 5 |
|
|
2019
Q2 | $8.21M | Buy |
44,088
+838
| +2% | +$156K | 3.17% | 7 |
|
|
2019
Q1 | $7.77M | Buy |
43,250
+4,626
| +12% | +$831K | 3.03% | 9 |
|
|
2018
Q4 | $5.82M | Sell |
38,624
-46,168
| -54% | -$6.95M | 2.71% | 12 |
|
|
2018
Q3 | $13.5M | Buy |
84,792
+8,936
| +12% | +$1.43M | 5.66% | 6 |
|
|
2018
Q2 | $11.8M | Buy |
75,856
+7,685
| +11% | +$1.19M | 5.13% | 6 |
|
|
2018
Q1 | $9.72M | Buy |
68,171
+5,122
| +8% | +$730K | 4.4% | 10 |
|
|
2017
Q4 | $9.44M | Buy |
63,049
+33,100
| +111% | +$4.95M | 4.22% | 9 |
|
|
2017
Q3 | $4.62M | Buy |
29,949
+2,046
| +7% | +$316K | 3.28% | 11 |
|
|
2017
Q2 | $4.05M | Sell |
27,903
-78
| -0.3% | -$11.3K | 2.09% | 17 |
|
|
2017
Q1 | $3.87M | Buy |
27,981
+5,552
| +25% | +$767K | 2.03% | 18 |
|
|
2016
Q4 | $3.05M | Buy |
22,429
+15,634
| +230% | +$2.13M | 1.73% | 22 |
|
|
2016
Q3 | $887K | Buy |
+6,795
| New | +$887K | 0.55% | 43 |
|