CWA
Carolina Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2
| Closed | -$426 | – | 247 |
|
2023
Q4 | $426 | Hold |
2
| – | – | ﹤0.01% | 230 |
|
2023
Q3 | $378 | Sell |
2
-7
| -78% | -$1.32K | ﹤0.01% | 251 |
|
2023
Q2 | $1.79K | Buy |
+9
| New | +$1.79K | ﹤0.01% | 213 |
|
2021
Q2 | – | Sell |
-62
| Closed | -$13K | – | 319 |
|
2021
Q1 | $13K | Buy |
+62
| New | +$13K | 0.01% | 188 |
|