CWA
Cascade Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Sell |
19,278
-2,400
| -11% | -$427K | 1.94% | 17 |
|
|
2025
Q1 | $3.54M | Sell |
21,678
-1,186
| -5% | -$194K | 2.45% | 16 |
|
|
2024
Q4 | $3.87M | Sell |
22,864
-1,574
| -6% | -$266K | 2.62% | 16 |
|
|
2024
Q3 | $4.27M | Sell |
24,438
-565
| -2% | -$98.6K | 3.05% | 14 |
|
|
2024
Q2 | $4.12M | Sell |
25,003
-3,305
| -12% | -$545K | 3.05% | 14 |
|
|
2024
Q1 | $4.42M | Buy |
+28,308
| New | +$4.42M | 3.76% | 9 |
|