CIAS
CFS Investment Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Buy |
2,272
+153
| +7% | +$36.2K | 0.04% | 221 |
|
|
2025
Q1 | $470K | Buy |
2,119
+620
| +41% | +$138K | 0.04% | 220 |
|
|
2024
Q4 | $360K | Buy |
1,499
+99
| +7% | +$23.8K | 0.03% | 240 |
|
|
2024
Q3 | $332K | Sell |
1,400
-12
| -0.8% | -$2.85K | 0.03% | 237 |
|
|
2024
Q2 | $308K | Buy |
+1,412
| New | +$308K | 0.03% | 217 |
|
|
2022
Q2 | – | Sell |
-93,509
| Closed | – | – | 513 |
|
|
2022
Q1 | $0 | Buy |
+93,509
| New | – | ﹤0.01% | 544 |
|