CWA
Cascade Wealth 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 | $566K | Sell |
2,356
-1,471
| -38% | -$353K | 0.32% | 35 |
|
|
2025
Q1 | $795K | Sell |
3,827
-954
| -20% | -$198K | 0.55% | 27 |
|
|
2024
Q4 | $1.15M | Sell |
4,781
-426
| -8% | -$102K | 0.78% | 25 |
|
|
2024
Q3 | $1.24M | Sell |
5,207
-945
| -15% | -$224K | 0.88% | 25 |
|
|
2024
Q2 | $1.4M | Sell |
6,152
-1,564
| -20% | -$357K | 1.04% | 25 |
|
|
2024
Q1 | $1.67M | Buy |
+7,716
| New | +$1.67M | 1.42% | 22 |
|