CWA
Cornerstone 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
Q2 | $1.37M | Buy |
5,769
+177
| +3% | +$41.9K | 0.35% | 23 |
|
|
2025
Q1 | $1.24M | Buy |
5,592
+15
| +0.3% | +$3.33K | 0.34% | 24 |
|
|
2024
Q4 | $1.34M | Sell |
5,577
-231
| -4% | -$55.5K | 0.37% | 26 |
|
|
2024
Q3 | $1.38M | Buy |
5,808
+120
| +2% | +$28.5K | 0.38% | 26 |
|
|
2024
Q2 | $1.24M | Buy |
5,688
+131
| +2% | +$28.6K | 0.37% | 24 |
|
|
2024
Q1 | $1.27M | Sell |
5,557
-101
| -2% | -$23.1K | 0.39% | 24 |
|
|
2023
Q4 | $1.21M | Sell |
5,658
-19
| -0.3% | -$4.05K | 0.39% | 25 |
|
|
2023
Q3 | $1.07M | Sell |
5,677
-100
| -2% | -$18.9K | 0.38% | 27 |
|
|
2023
Q2 | $1.15M | Sell |
5,777
-133
| -2% | -$26.5K | 0.4% | 26 |
|
|
2023
Q1 | $1.12M | Buy |
5,910
+146
| +3% | +$27.7K | 0.41% | 24 |
|
|
2022
Q4 | $1.06M | Sell |
5,764
-808
| -12% | -$148K | 0.41% | 25 |
|
|
2022
Q3 | $1.12M | Sell |
6,572
-336
| -5% | -$57.4K | 0.44% | 23 |
|
|
2022
Q2 | $1.22M | Sell |
6,908
-91
| -1% | -$16K | 0.46% | 24 |
|
|
2022
Q1 | $1.49M | Sell |
6,999
-1,657
| -19% | -$352K | 0.51% | 22 |
|
|
2021
Q4 | $1.96M | Sell |
8,656
-1,302
| -13% | -$294K | 0.65% | 20 |
|
|
2021
Q3 | $2.18M | Sell |
9,958
-648
| -6% | -$142K | 0.76% | 19 |
|
|
2021
Q2 | $2.41M | Sell |
10,606
-2,070
| -16% | -$470K | 0.84% | 19 |
|
|
2021
Q1 | $2.71M | Buy |
+12,676
| New | +$2.71M | 1.02% | 19 |
|