CCG Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $704K | Buy |
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|
2023
Q2 | $740K | Sell |
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|
2023
Q1 | $707K | Sell |
|
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|
2022
Q4 | $757K | Buy |
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|
2022
Q3 | $259K | Hold |
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|
2022
Q2 | $267K | Sell |
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|
2022
Q1 | $411K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $752K | Sell |
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|
2019
Q4 | $2.29M | Sell |
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|
2019
Q3 | $2.41M | Sell |
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|
2019
Q2 | $2.75M | Buy |
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|
2019
Q1 | $2.47M | Sell |
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|
2018
Q4 | $2.21M | Buy |
|