CWA
Canvas Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Buy |
4,775
+747
| +19% | +$151K | 0.19% | 70 |
|
|
2025
Q1 | $702K | Buy |
4,028
+2,275
| +130% | +$396K | 0.18% | 83 |
|
|
2024
Q4 | $347K | Buy |
+1,753
| New | +$347K | 0.09% | 122 |
|
|
2023
Q1 | – | Sell |
-3,082
| Closed | -$511K | – | 155 |
|
|
2022
Q4 | $511K | Sell |
3,082
-26
| -0.8% | -$4.31K | 0.21% | 72 |
|
|
2022
Q3 | $488K | Sell |
3,108
-126
| -4% | -$19.8K | 0.21% | 72 |
|
|
2022
Q2 | $484K | Buy |
3,234
+41
| +1% | +$6.14K | 0.19% | 73 |
|
|
2022
Q1 | $536K | Sell |
3,193
-502
| -14% | -$84.3K | 0.2% | 86 |
|
|
2021
Q4 | $661K | Buy |
3,695
+294
| +9% | +$52.6K | 0.24% | 77 |
|
|
2021
Q3 | $576K | Buy |
3,401
+409
| +14% | +$69.3K | 0.24% | 72 |
|
|
2021
Q2 | $520K | Buy |
2,992
+914
| +44% | +$159K | 0.23% | 76 |
|
|
2021
Q1 | $350K | Buy |
+2,078
| New | +$350K | 0.2% | 79 |
|