GWA
Guidant Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $7.28M | Buy |
56,523
+6,454
| +13% | +$832K | 2.71% | 13 |
|
|
2019
Q2 | $6.54M | Buy |
50,069
+1,882
| +4% | +$246K | 2.52% | 14 |
|
|
2019
Q1 | $6.2M | Buy |
48,187
+6,381
| +15% | +$821K | 2.42% | 15 |
|
|
2018
Q4 | $4.77M | Buy |
+41,806
| New | +$4.77M | 2.22% | 16 |
|
|
2017
Q3 | – | Sell |
-25,858
| Closed | -$3.17M | – | 231 |
|
|
2017
Q2 | $3.17M | Buy |
25,858
+853
| +3% | +$104K | 1.63% | 22 |
|
|
2017
Q1 | $3.02M | Buy |
25,005
+3,997
| +19% | +$482K | 1.58% | 24 |
|
|
2016
Q4 | $2.58M | Buy |
21,008
+15,048
| +252% | +$1.85M | 1.46% | 28 |
|
|
2016
Q3 | $652K | Buy |
+5,960
| New | +$652K | 0.4% | 51 |
|