CCFM
Clear Creek Financial 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 | $1.41M | Sell |
5,962
-293
| -5% | -$69.4K | 0.13% | 171 |
|
2025
Q1 | $1.39M | Sell |
6,255
-13
| -0.2% | -$2.88K | 0.14% | 147 |
|
2024
Q4 | $1.51M | Buy |
6,268
+18
| +0.3% | +$4.33K | 0.16% | 128 |
|
2024
Q3 | $1.48M | Sell |
6,250
-1,929
| -24% | -$458K | 0.17% | 117 |
|
2024
Q2 | $1.79M | Sell |
8,179
-42
| -0.5% | -$9.18K | 0.22% | 95 |
|
2024
Q1 | $1.88M | Buy |
8,221
+567
| +7% | +$130K | 0.24% | 85 |
|
2023
Q4 | $1.63M | Buy |
7,654
+3,606
| +89% | +$769K | 0.26% | 75 |
|
2023
Q3 | $772K | Buy |
4,048
+45
| +1% | +$8.58K | 0.14% | 121 |
|
2023
Q2 | $796K | Sell |
4,003
-414
| -9% | -$82.3K | 0.14% | 122 |
|
2023
Q1 | $837K | Sell |
4,417
-5,596
| -56% | -$1.06M | 0.16% | 114 |
|
2022
Q4 | $1.84M | Sell |
10,013
-229
| -2% | -$42K | 0.4% | 63 |
|
2022
Q3 | $1.75M | Sell |
10,242
-437
| -4% | -$74.7K | 0.39% | 54 |
|
2022
Q2 | $1.88M | Sell |
10,679
-1,529
| -13% | -$269K | 0.39% | 54 |
|
2022
Q1 | $2.59M | Sell |
12,208
-460
| -4% | -$97.7K | 0.41% | 67 |
|
2021
Q4 | $2.86M | Sell |
12,668
-579
| -4% | -$131K | 0.43% | 56 |
|
2021
Q3 | $2.9M | Buy |
13,247
+137
| +1% | +$30K | 0.47% | 59 |
|
2021
Q2 | $2.95M | Buy |
+13,110
| New | +$2.95M | 0.46% | 67 |
|
2021
Q1 | – | Sell |
-6,265
| Closed | -$1.22M | – | 246 |
|
2020
Q4 | $1.22M | Sell |
6,265
-46,285
| -88% | -$9.01M | 0.24% | 97 |
|
2020
Q3 | $8.08M | Buy |
52,550
+45,060
| +602% | +$6.93M | 0.37% | 43 |
|
2020
Q2 | $1.09M | Buy |
7,490
+3,158
| +73% | +$460K | 0.28% | 57 |
|
2020
Q1 | $535K | Buy |
+4,332
| New | +$535K | 0.2% | 71 |
|