CWMK
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Caliber Wealth Management (Kansas)’s Vanguard Small-Cap ETF VB Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$729K Sell
3,076
-1,248
-29% -$296K 0.08% 150
2025
Q1 		$959K Buy
+4,324
New +$959K 0.13% 128