CWA
Cascade Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,680
| Closed | -$464K | – | 59 |
|
|
2025
Q1 | $464K | Hold |
2,680
| – | – | 0.32% | 33 |
|
|
2024
Q4 | $531K | Sell |
2,680
-780
| -23% | -$155K | 0.36% | 30 |
|
|
2024
Q3 | $695K | Hold |
3,460
| – | – | 0.5% | 30 |
|
|
2024
Q2 | $670K | Hold |
3,460
| – | – | 0.5% | 31 |
|
|
2024
Q1 | $629K | Buy |
+3,460
| New | +$629K | 0.53% | 35 |
|