CCWM
Cassaday & Co Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Sell |
2,171
-555
| -20% | -$132K | 0.01% | 205 |
|
|
2025
Q1 | $605K | Buy |
2,726
+609
| +29% | +$135K | 0.02% | 173 |
|
|
2024
Q4 | $509K | Buy |
2,117
+203
| +11% | +$48.8K | 0.01% | 193 |
|
|
2024
Q3 | $454K | Sell |
1,914
-364
| -16% | -$86.3K | 0.01% | 196 |
|
|
2024
Q2 | $497K | Buy |
2,278
+61
| +3% | +$13.3K | 0.02% | 171 |
|
|
2024
Q1 | $507K | Buy |
2,217
+338
| +18% | +$77.3K | 0.02% | 170 |
|
|
2023
Q4 | $401K | Hold |
1,879
| – | – | 0.01% | 179 |
|
|
2023
Q3 | $355K | Hold |
1,879
| – | – | 0.01% | 172 |
|
|
2023
Q2 | $374K | Buy |
1,879
+9
| +0.5% | +$1.79K | 0.01% | 177 |
|
|
2023
Q1 | $354K | Sell |
1,870
-362
| -16% | -$68.6K | 0.02% | 186 |
|
|
2022
Q4 | $410K | Buy |
+2,232
| New | +$410K | 0.02% | 165 |
|