CAWM
Capital Advisors Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
18,455
+16,600
| +895% | +$3.93M | 0.69% | 40 |
|
|
2025
Q1 | $411K | Buy |
1,855
+308
| +20% | +$68.3K | 0.07% | 117 |
|
|
2024
Q4 | $372K | Buy |
1,547
+85
| +6% | +$20.4K | 0.07% | 116 |
|
|
2024
Q3 | $347K | Buy |
1,462
+277
| +23% | +$65.7K | 0.06% | 119 |
|
|
2024
Q2 | $258K | Buy |
1,185
+25
| +2% | +$5.45K | 0.05% | 127 |
|
|
2024
Q1 | $265K | Buy |
1,160
+43
| +4% | +$9.83K | 0.06% | 124 |
|
|
2023
Q4 | $238K | Buy |
+1,117
| New | +$238K | 0.05% | 127 |
|
|
2023
Q1 | – | Sell |
-1,107
| Closed | -$203K | – | 147 |
|
|
2022
Q4 | $203K | Buy |
+1,107
| New | +$203K | 0.06% | 122 |
|