CWM
Certus 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
Q1 | – | Sell |
-824
| Closed | -$205K | – | 57 |
|
|
2024
Q4 | $205K | Buy |
+824
| New | +$205K | 0.14% | 56 |
|
|
2024
Q1 | – | Sell |
-2,035
| Closed | -$434K | – | 56 |
|
|
2023
Q4 | $434K | Sell |
2,035
-379
| -16% | -$80.9K | 0.37% | 44 |
|
|
2023
Q3 | $456K | Sell |
2,414
-4,765
| -66% | -$901K | 0.44% | 43 |
|
|
2023
Q2 | $1.43M | Buy |
+7,179
| New | +$1.43M | 1.42% | 19 |
|