CWA
Canvas Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.18M | Buy |
12,945
+73
| +0.6% | +$17.9K | 0.63% | 32 |
|
2025
Q1 | $2.67M | Buy |
12,872
+9,957
| +342% | +$2.07M | 0.69% | 36 |
|
2024
Q4 | $700K | Buy |
2,915
+1,766
| +154% | +$424K | 0.18% | 77 |
|
2024
Q3 | $273K | Buy |
1,149
+108
| +10% | +$25.7K | 0.08% | 140 |
|
2024
Q2 | $241K | Buy |
+1,041
| New | +$241K | 0.07% | 129 |
|