CFA
Cahill Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
7,955
-242
| -3% | -$57.4K | 0.23% | 77 |
|
|
2025
Q1 | $1.82M | Sell |
8,197
-397
| -5% | -$88K | 0.25% | 70 |
|
|
2024
Q4 | $2.06M | Buy |
8,594
+269
| +3% | +$64.6K | 0.28% | 69 |
|
|
2024
Q3 | $1.97M | Sell |
8,325
-711
| -8% | -$169K | 0.27% | 68 |
|
|
2024
Q2 | $1.97M | Sell |
9,036
-175
| -2% | -$38.2K | 0.27% | 71 |
|
|
2024
Q1 | $2.11M | Sell |
9,211
-911
| -9% | -$208K | 0.29% | 69 |
|
|
2023
Q4 | $2.16M | Buy |
10,122
+303
| +3% | +$64.6K | 0.32% | 65 |
|
|
2023
Q3 | $1.86M | Buy |
9,819
+16
| +0.2% | +$3.03K | 0.31% | 69 |
|
|
2023
Q2 | $1.95M | Buy |
9,803
+936
| +11% | +$186K | 0.32% | 66 |
|
|
2023
Q1 | $1.68M | Buy |
8,867
+408
| +5% | +$77.3K | 0.3% | 73 |
|
|
2022
Q4 | $1.55M | Sell |
8,459
-1,382
| -14% | -$254K | 0.3% | 76 |
|
|
2022
Q3 | $1.68M | Buy |
9,841
+1,026
| +12% | +$175K | 0.35% | 70 |
|
|
2022
Q2 | $1.55M | Sell |
8,815
-704
| -7% | -$124K | 0.33% | 70 |
|
|
2022
Q1 | $2.02M | Buy |
9,519
+339
| +4% | +$72K | 0.38% | 62 |
|
|
2021
Q4 | $2.08M | Buy |
9,180
+61
| +0.7% | +$13.8K | 0.4% | 62 |
|
|
2021
Q3 | $1.99M | Buy |
9,119
+67
| +0.7% | +$14.7K | 0.41% | 60 |
|
|
2021
Q2 | $2.04M | Sell |
9,052
-777
| -8% | -$175K | 0.46% | 52 |
|
|
2021
Q1 | $2.1M | Buy |
9,829
+1,209
| +14% | +$259K | 0.51% | 49 |
|
|
2020
Q4 | $1.68M | Buy |
8,620
+135
| +2% | +$26.3K | 0.42% | 54 |
|
|
2020
Q3 | $1.31M | Buy |
8,485
+4
| +0% | +$615 | 0.47% | 52 |
|
|
2020
Q2 | $1.24M | Buy |
+8,481
| New | +$1.24M | 0.48% | 53 |
|
|
2020
Q1 | – | Sell |
-1,362
| Closed | -$226K | – | 163 |
|
|
2019
Q4 | $226K | Buy |
1,362
+39
| +3% | +$6.47K | 0.08% | 149 |
|
|
2019
Q3 | $204K | Buy |
1,323
+7
| +0.5% | +$1.08K | 0.08% | 151 |
|
|
2019
Q2 | $207K | Buy |
+1,316
| New | +$207K | 0.08% | 149 |
|
|
2018
Q3 | – | Sell |
-1,911
| Closed | -$298K | – | 160 |
|
|
2018
Q2 | $298K | Buy |
+1,911
| New | +$298K | 0.14% | 130 |
|