CFO
Callan Family Office’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,247
| Closed | -$277K | – | 940 |
|
|
2025
Q1 | $277K | Hold |
1,247
| – | – | 0.02% | 441 |
|
|
2024
Q4 | $300K | Sell |
1,247
-190
| -13% | -$45.7K | 0.02% | 483 |
|
|
2024
Q3 | $341K | Buy |
1,437
+240
| +20% | +$56.9K | 0.06% | 131 |
|
|
2024
Q2 | $261K | Buy |
1,197
+38
| +3% | +$8.29K | 0.05% | 131 |
|
|
2024
Q1 | $265K | Hold |
1,159
| – | – | 0.06% | 82 |
|
|
2023
Q4 | $247K | Hold |
1,159
| – | – | 0.06% | 88 |
|
|
2023
Q3 | $219K | Hold |
1,159
| – | – | 0.06% | 80 |
|
|
2023
Q2 | $231K | Buy |
+1,159
| New | +$231K | 0.06% | 98 |
|
|
2023
Q1 | – | Sell |
-2,144
| Closed | -$394K | – | 158 |
|
|
2022
Q4 | $394K | Buy |
+2,144
| New | +$394K | 0.13% | 66 |
|