CWM
Campbell Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $281K | Buy |
1,168
+65
| +6% | +$15.6K | 0.03% | 73 |
|
|
2024
Q3 | $262K | Buy |
+1,103
| New | +$262K | 0.02% | 59 |
|
|
2024
Q2 | – | Sell |
-1,213
| Closed | -$277K | – | 95 |
|
|
2024
Q1 | $277K | Buy |
1,213
+86
| +8% | +$19.6K | 0.03% | 67 |
|
|
2023
Q4 | $240K | Sell |
1,127
-85
| -7% | -$18.1K | 0.03% | 56 |
|
|
2023
Q3 | $229K | Buy |
+1,212
| New | +$229K | 0.03% | 64 |
|
|
2021
Q2 | – | Sell |
-974
| Closed | -$209K | – | 70 |
|
|
2021
Q1 | $209K | Buy |
+974
| New | +$209K | 0.03% | 67 |
|
|
2020
Q3 | – | Sell |
-974
| Closed | -$142K | – | 324 |
|
|
2020
Q2 | $142K | Buy |
+974
| New | +$142K | 0.02% | 75 |
|