CWM

CarsonAllaria Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-462	Closed	-$120K	–	414
2024 Q1	$120K	Buy	+462	New	+$120K	0.08%	86
2022 Q1	–	Sell	-4	Closed	-$1K	–	367
2021 Q4	$1K	Buy	+4	New	+$1K	﹤0.01%	355