CWA
Cascade Wealth Advisors’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 | $1.37M | Hold |
4,896
| – | – | 0.77% | 23 |
|
|
2025
Q1 | $1.17M | Hold |
4,896
| – | – | 0.81% | 24 |
|
|
2024
Q4 | $1.37M | Sell |
4,896
-1,710
| -26% | -$479K | 0.93% | 24 |
|
|
2024
Q3 | $1.77M | Sell |
6,606
-125
| -2% | -$33.4K | 1.26% | 22 |
|
|
2024
Q2 | $1.72M | Hold |
6,731
| – | – | 1.27% | 23 |
|
|
2024
Q1 | $1.67M | Buy |
+6,731
| New | +$1.67M | 1.42% | 23 |
|