Capital Advisors Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Capital Advisors Wealth Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.63M	Buy
2025 Q2	$4.37M	Buy
2025 Q1	$411K	Buy
2024 Q4	$372K	Buy
2024 Q3	$347K	Buy
2024 Q2	$258K	Buy
2024 Q1	$265K	Buy
2023 Q4	$238K	Buy
2023 Q1	–	Sell
2022 Q4	$203K	Buy