CWA
Core Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25,600
| Closed | -$6.15M | – | 73 |
|
|
2024
Q4 | $6.15M | Buy |
+25,600
| New | +$6.15M | 2.03% | 11 |
|
|
2021
Q4 | – | Sell |
-26
| Closed | -$6K | – | 220 |
|
|
2021
Q3 | $6K | Hold |
26
| – | – | ﹤0.01% | 154 |
|
|
2021
Q2 | $6K | Hold |
26
| – | – | ﹤0.01% | 150 |
|
|
2021
Q1 | $6K | Hold |
26
| – | – | 0.01% | 134 |
|
|
2020
Q4 | $5K | Hold |
26
| – | – | ﹤0.01% | 144 |
|
|
2020
Q3 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 126 |
|