CWA
CJM Wealth Advisers’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.95M | Sell |
17,856
-237
| -1% | -$65.6K | 1.65% | 9 |
|
|
2025
Q1 | $4.56M | Buy |
18,093
+1,653
| +10% | +$416K | 1.61% | 10 |
|
|
2024
Q4 | $4.6M | Buy |
16,440
+46
| +0.3% | +$12.9K | 1.55% | 10 |
|
|
2024
Q3 | $4.38M | Sell |
16,394
-389
| -2% | -$104K | 1.5% | 10 |
|
|
2024
Q2 | $4.17M | Sell |
16,783
-120
| -0.7% | -$29.8K | 1.53% | 9 |
|
|
2024
Q1 | $4.41M | Buy |
16,903
+1,507
| +10% | +$393K | 1.67% | 9 |
|
|
2023
Q4 | $3.72M | Sell |
15,396
-2,704
| -15% | -$654K | 1.64% | 9 |
|
|
2023
Q3 | $3.88M | Buy |
18,100
+1,651
| +10% | +$354K | 1.89% | 10 |
|
|
2023
Q2 | $3.78M | Buy |
16,449
+1,329
| +9% | +$305K | 1.92% | 10 |
|
|
2023
Q1 | $3.27M | Buy |
15,120
+693
| +5% | +$150K | 1.86% | 8 |
|
|
2022
Q4 | $2.89M | Sell |
14,427
-112
| -0.8% | -$22.5K | 1.78% | 8 |
|
|
2022
Q3 | $2.84M | Buy |
14,539
+1,107
| +8% | +$216K | 2.02% | 8 |
|
|
2022
Q2 | $2.65M | Sell |
13,432
-7,208
| -35% | -$1.42M | 1.84% | 8 |
|
|
2022
Q1 | $5.12M | Sell |
20,640
-750
| -4% | -$186K | 3.5% | 9 |
|
|
2021
Q4 | $6.03M | Buy |
+21,390
| New | +$6.03M | 4.29% | 6 |
|