CWMU
Caliber Wealth Management (Utah)’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $6.68M | Buy |
29,228
+922
| +3% | +$211K | 3.55% | 4 |
|
|
2023
Q4 | $6.04M | Buy |
28,306
+5
| +0% | +$1.07K | 3.55% | 4 |
|
|
2023
Q3 | $5.35M | Buy |
28,301
+361
| +1% | +$68.3K | 3.6% | 4 |
|
|
2023
Q2 | $5.56M | Buy |
27,940
+575
| +2% | +$114K | 3.72% | 3 |
|
|
2023
Q1 | $5.19M | Buy |
27,365
+8,383
| +44% | +$1.59M | 3.88% | 4 |
|
|
2022
Q4 | $3.48M | Sell |
18,982
-776
| -4% | -$142K | 2.66% | 5 |
|
|
2022
Q3 | $3.38M | Buy |
19,758
+1,117
| +6% | +$191K | 2.67% | 7 |
|
|
2022
Q2 | $3.28M | Buy |
18,641
+1,494
| +9% | +$263K | 2.55% | 8 |
|
|
2022
Q1 | $3.64M | Buy |
17,147
+3,617
| +27% | +$769K | 2.33% | 9 |
|
|
2021
Q4 | $2.97M | Buy |
13,530
+4,646
| +52% | +$1.02M | 2.05% | 12 |
|
|
2021
Q3 | $2.02M | Buy |
8,884
+517
| +6% | +$117K | 1.42% | 28 |
|
|
2021
Q2 | $1.89M | Buy |
8,367
+4,186
| +100% | +$943K | 1.33% | 25 |
|
|
2021
Q1 | $895K | Buy |
4,181
+210
| +5% | +$45K | 0.65% | 53 |
|
|
2020
Q4 | $773K | Buy |
+3,971
| New | +$773K | 0.76% | 52 |
|