CPA
Clear Point Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-406
| Closed | -$96.3K | – | 507 |
|
|
2024
Q3 | $96.3K | Buy |
406
+1
| +0.2% | +$237 | 0.07% | 152 |
|
|
2024
Q2 | $88.2K | Hold |
405
| – | – | 0.07% | 153 |
|
|
2024
Q1 | $92.5K | Buy |
405
+1
| +0.2% | +$228 | 0.08% | 151 |
|
|
2023
Q4 | $86K | Buy |
+404
| New | +$86K | 0.08% | 147 |
|