CPA
Capital Performance 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 | $6.78M | Buy |
28,592
+8,073
| +39% | +$1.91M | 1.33% | 17 |
|
|
2025
Q1 | $4.55M | Buy |
20,519
+19,624
| +2,193% | +$4.35M | 1% | 21 |
|
|
2024
Q4 | $215K | Buy |
895
+202
| +29% | +$48.5K | 0.07% | 141 |
|
|
2024
Q3 | $164K | Buy |
+693
| New | +$164K | 0.05% | 129 |
|