CFAM
Center For Asset 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 | $477K | Sell |
1,988
-774
| -28% | -$186K | 0.29% | 71 |
|
|
2025
Q1 | $612K | Buy |
2,762
+749
| +37% | +$166K | 0.37% | 61 |
|
|
2024
Q4 | $484K | Buy |
2,013
+107
| +6% | +$25.7K | 0.31% | 66 |
|
|
2024
Q3 | $452K | Buy |
1,906
+223
| +13% | +$52.9K | 0.27% | 82 |
|
|
2024
Q2 | $367K | Buy |
+1,683
| New | +$367K | 0.24% | 92 |
|
|
2022
Q3 | – | Sell |
-1,271
| Closed | -$224K | – | 115 |
|
|
2022
Q2 | $224K | Sell |
1,271
-2,057
| -62% | -$363K | 0.21% | 99 |
|
|
2022
Q1 | $707K | Sell |
3,328
-100
| -3% | -$21.2K | 0.55% | 40 |
|
|
2021
Q4 | $775K | Sell |
3,428
-747
| -18% | -$169K | 0.57% | 39 |
|
|
2021
Q3 | $913K | Sell |
4,175
-36
| -0.9% | -$7.87K | 0.77% | 35 |
|
|
2021
Q2 | $949K | Sell |
4,211
-307
| -7% | -$69.2K | 0.82% | 35 |
|
|
2021
Q1 | $967K | Sell |
4,518
-570
| -11% | -$122K | 0.93% | 28 |
|
|
2020
Q4 | $991K | Buy |
+5,088
| New | +$991K | 0.99% | 28 |
|