CSWG
Cardinal Strategic Wealth Guidance’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 | $57.9K | Hold |
209
| – | – | 0.02% | 54 |
|
|
2025
Q1 | $52.6K | Hold |
209
| – | – | 0.02% | 52 |
|
|
2024
Q4 | $58.5K | Hold |
209
| – | – | 0.02% | 67 |
|
|
2024
Q3 | $55.9K | Hold |
209
| – | – | 0.02% | 55 |
|
|
2024
Q2 | $52.3K | Sell |
209
-18
| -8% | -$4.5K | 0.02% | 61 |
|
|
2024
Q1 | $59.2K | Hold |
227
| – | – | 0.02% | 53 |
|
|
2023
Q4 | $54.9K | Sell |
227
-36
| -14% | -$8.7K | 0.02% | 65 |
|
|
2023
Q3 | $56.3K | Sell |
263
-167
| -39% | -$35.8K | 0.03% | 67 |
|
|
2023
Q2 | $98.8K | Hold |
430
| – | – | 0.04% | 64 |
|
|
2023
Q1 | $93.1K | Sell |
430
-50
| -10% | -$10.8K | 0.04% | 64 |
|
|
2022
Q4 | $96.3K | Hold |
480
| – | – | 0.05% | 70 |
|
|
2022
Q3 | $94K | Hold |
480
| – | – | 0.05% | 62 |
|
|
2022
Q2 | $95K | Hold |
480
| – | – | 0.05% | 67 |
|
|
2022
Q1 | $119K | Buy |
+480
| New | +$119K | 0.05% | 73 |
|