CWM
CarsonAllaria Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-555
| Closed | -$127K | – | 413 |
|
|
2024
Q1 | $127K | Buy |
+555
| New | +$127K | 0.08% | 84 |
|
|
2023
Q3 | – | Sell |
-47
| Closed | -$9.42K | – | 404 |
|
|
2023
Q2 | $9.42K | Hold |
47
| – | – | 0.01% | 223 |
|
|
2023
Q1 | $8.95K | Buy |
+47
| New | +$8.95K | 0.01% | 222 |
|
|
2022
Q1 | – | Sell |
-12
| Closed | -$3K | – | 366 |
|
|
2021
Q4 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 306 |
|