CFP
Catalyst Financial Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $874K | Buy |
3,689
+1,210
| +49% | +$287K | 0.1% | 93 |
|
|
2025
Q1 | $550K | Sell |
2,479
-385
| -13% | -$85.4K | 0.1% | 138 |
|
|
2024
Q4 | $688K | Sell |
2,864
-99
| -3% | -$23.8K | 0.13% | 99 |
|
|
2024
Q3 | $703K | Sell |
2,963
-159
| -5% | -$37.7K | 0.14% | 93 |
|
|
2024
Q2 | $681K | Buy |
3,122
+26
| +0.8% | +$5.67K | 0.15% | 92 |
|
|
2024
Q1 | $654K | Sell |
3,096
-15
| -0.5% | -$3.17K | 0.17% | 81 |
|
|
2023
Q4 | $664K | Buy |
3,111
+392
| +14% | +$83.6K | 0.19% | 77 |
|
|
2023
Q3 | $514K | Buy |
2,719
+220
| +9% | +$41.6K | 0.17% | 90 |
|
|
2023
Q2 | $497K | Buy |
2,499
+386
| +18% | +$76.8K | 0.18% | 83 |
|
|
2023
Q1 | $401K | Sell |
2,113
-2,706
| -56% | -$513K | 0.17% | 89 |
|
|
2022
Q4 | $884K | Buy |
+4,819
| New | +$884K | 0.45% | 36 |
|