Cahill Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $872K | Sell |
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|
2024
Q4 | $967K | Sell |
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|
2024
Q3 | $957K | Buy |
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|
2024
Q2 | $878K | Hold |
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|
2024
Q1 | $921K | Sell |
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|
2023
Q4 | $871K | Sell |
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|
2023
Q3 | $839K | Sell |
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|
2023
Q2 | $889K | Sell |
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|
2023
Q1 | $862K | Sell |
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|
2022
Q4 | $953K | Sell |
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|
2022
Q3 | $1.34M | Sell |
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|
2022
Q2 | $1.5M | Sell |
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|
2022
Q1 | $2.15M | Buy |
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