CG
Clifford Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Hold |
1,374
| – | – | 0.27% | 55 |
|
|
2025
Q1 | $305K | Hold |
1,374
| – | – | 0.28% | 55 |
|
|
2024
Q4 | $330K | Hold |
1,374
| – | – | 0.25% | 56 |
|
|
2024
Q3 | $326K | Hold |
1,374
| – | – | 0.25% | 59 |
|
|
2024
Q2 | $300K | Hold |
1,374
| – | – | 0.24% | 61 |
|
|
2024
Q1 | $314K | Hold |
1,374
| – | – | 0.26% | 57 |
|
|
2023
Q4 | $293K | Buy |
1,374
+24
| +2% | +$5.12K | 0.27% | 58 |
|
|
2023
Q3 | $255K | Hold |
1,350
| – | – | 0.28% | 61 |
|
|
2023
Q2 | $269K | Hold |
1,350
| – | – | 0.29% | 59 |
|
|
2023
Q1 | $256K | Hold |
1,350
| – | – | 0.31% | 60 |
|
|
2022
Q4 | $248K | Buy |
+1,350
| New | +$248K | 0.31% | 68 |
|