CWM
Cahill Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $872K | Sell |
3,932
-94
| -2% | -$20.8K | 0.44% | 26 |
|
|
2024
Q4 | $967K | Sell |
4,026
-7
| -0.2% | -$1.68K | 0.49% | 26 |
|
|
2024
Q3 | $957K | Buy |
4,033
+5
| +0.1% | +$1.19K | 0.49% | 26 |
|
|
2024
Q2 | $878K | Hold |
4,028
| – | – | 0.52% | 25 |
|
|
2024
Q1 | $921K | Sell |
4,028
-53
| -1% | -$12.1K | 0.54% | 26 |
|
|
2023
Q4 | $871K | Sell |
4,081
-355
| -8% | -$75.7K | 0.59% | 26 |
|
|
2023
Q3 | $839K | Sell |
4,436
-34
| -0.8% | -$6.43K | 0.64% | 23 |
|
|
2023
Q2 | $889K | Sell |
4,470
-79
| -2% | -$15.7K | 0.61% | 23 |
|
|
2023
Q1 | $862K | Sell |
4,549
-144
| -3% | -$27.3K | 0.64% | 24 |
|
|
2022
Q4 | $953K | Sell |
4,693
-3,179
| -40% | -$645K | 0.69% | 23 |
|
|
2022
Q3 | $1.35M | Sell |
7,872
-663
| -8% | -$113K | 1.2% | 15 |
|
|
2022
Q2 | $1.5M | Sell |
8,535
-1,595
| -16% | -$281K | 1.27% | 13 |
|
|
2022
Q1 | $2.15M | Buy |
+10,130
| New | +$2.15M | 1.6% | 11 |
|