CPA
Clear Point Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
5,648
-52
| -0.9% | -$10.1K | 0.93% | 27 |
|
|
2025
Q1 | $1.06M | Sell |
5,700
-228
| -4% | -$42.5K | 0.95% | 29 |
|
|
2024
Q4 | $1.17M | Buy |
5,928
+10
| +0.2% | +$1.98K | 1% | 24 |
|
|
2024
Q3 | $1.19M | Sell |
5,918
-231
| -4% | -$46.4K | 0.92% | 25 |
|
|
2024
Q2 | $1.12M | Buy |
6,149
+161
| +3% | +$29.4K | 0.92% | 25 |
|
|
2024
Q1 | $1.15M | Buy |
5,988
+341
| +6% | +$65.4K | 0.94% | 25 |
|
|
2023
Q4 | $1.07M | Buy |
+5,647
| New | +$1.07M | 0.95% | 25 |
|