CCG
Coastwise Capital 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 | $380K | Hold |
1,602
| – | – | 0.3% | 75 |
|
2025
Q1 | $355K | Hold |
1,602
| – | – | 0.3% | 80 |
|
2024
Q4 | $385K | Hold |
1,602
| – | – | 0.31% | 78 |
|
2024
Q3 | $380K | Hold |
1,602
| – | – | 0.31% | 81 |
|
2024
Q2 | $349K | Hold |
1,602
| – | – | 0.33% | 80 |
|
2024
Q1 | $366K | Hold |
1,602
| – | – | 0.34% | 79 |
|
2023
Q4 | $342K | Hold |
1,602
| – | – | 0.35% | 77 |
|
2023
Q3 | $303K | Buy |
+1,602
| New | +$303K | 0.35% | 80 |
|