CFS
CGC Financial 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 | $203K | Hold |
857
| – | – | 0.07% | 59 |
|
|
2025
Q1 | $190K | Hold |
857
| – | – | 0.08% | 54 |
|
|
2024
Q4 | $206K | Sell |
857
-390
| -31% | -$93.7K | 0.08% | 52 |
|
|
2024
Q3 | $296K | Hold |
1,247
| – | – | 0.12% | 38 |
|
|
2024
Q2 | $272K | Hold |
1,247
| – | – | 0.12% | 41 |
|
|
2024
Q1 | $285K | Hold |
1,247
| – | – | 0.15% | 41 |
|
|
2023
Q4 | $266K | Hold |
1,247
| – | – | 0.12% | 46 |
|
|
2023
Q3 | $236K | Hold |
1,247
| – | – | 0.16% | 40 |
|
|
2023
Q2 | $248K | Buy |
+1,247
| New | +$248K | 0.16% | 42 |
|