CPIA
Cornell Pochily Investment 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 |
-855
| Closed | -$203K | – | 179 |
|
2024
Q3 | $203K | Buy |
+855
| New | +$203K | 0.07% | 174 |
|
2019
Q3 | – | Sell |
-1,487
| Closed | -$233 | – | 147 |
|
2019
Q2 | $233 | Buy |
+1,487
| New | +$233 | 0.06% | 137 |
|
2018
Q1 | – | Sell |
-1,541
| Closed | -$227K | – | 132 |
|
2017
Q4 | $227K | Buy |
+1,541
| New | +$227K | 0.15% | 123 |
|