CWA
Canvas Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.25M | Buy |
4,352
+407
| +10% | +$117K | 0.25% | 57 |
|
2025
Q1 | $931K | Sell |
3,945
-118
| -3% | -$27.9K | 0.24% | 65 |
|
2024
Q4 | $1.14M | Buy |
4,063
+292
| +8% | +$81.8K | 0.29% | 55 |
|
2024
Q3 | $1.01M | Buy |
3,771
+330
| +10% | +$88.2K | 0.28% | 55 |
|
2024
Q2 | $892K | Buy |
3,441
+566
| +20% | +$147K | 0.28% | 53 |
|
2024
Q1 | $690K | Buy |
+2,875
| New | +$690K | 0.23% | 53 |
|