CWA
Cornerstone Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
38,433
-793
| -2% | -$220K | 2.75% | 9 |
|
|
2025
Q1 | $9.88M | Buy |
39,226
+592
| +2% | +$149K | 2.74% | 9 |
|
|
2024
Q4 | $10.8M | Sell |
38,634
-164
| -0.4% | -$45.9K | 2.97% | 8 |
|
|
2024
Q3 | $10.4M | Buy |
38,798
+1,155
| +3% | +$309K | 2.88% | 9 |
|
|
2024
Q2 | $9.42M | Buy |
37,643
+624
| +2% | +$156K | 2.82% | 9 |
|
|
2024
Q1 | $9.65M | Buy |
37,019
+1,464
| +4% | +$382K | 2.97% | 9 |
|
|
2023
Q4 | $8.6M | Buy |
35,555
+2,363
| +7% | +$571K | 2.78% | 9 |
|
|
2023
Q3 | $7.11M | Buy |
33,192
+1,148
| +4% | +$246K | 2.51% | 10 |
|
|
2023
Q2 | $7.36M | Buy |
32,044
+1,230
| +4% | +$283K | 2.53% | 10 |
|
|
2023
Q1 | $6.67M | Buy |
30,814
+2,137
| +7% | +$462K | 2.42% | 10 |
|
|
2022
Q4 | $5.75M | Buy |
28,677
+1,355
| +5% | +$272K | 2.23% | 11 |
|
|
2022
Q3 | $5.33M | Buy |
27,322
+619
| +2% | +$121K | 2.11% | 11 |
|
|
2022
Q2 | $5.26M | Sell |
26,703
-689
| -3% | -$136K | 2.01% | 11 |
|
|
2022
Q1 | $6.8M | Sell |
27,392
-10,413
| -28% | -$2.58M | 2.35% | 10 |
|
|
2021
Q4 | $10.7M | Buy |
37,805
+412
| +1% | +$116K | 3.54% | 7 |
|
|
2021
Q3 | $10.5M | Sell |
37,393
-2,318
| -6% | -$649K | 3.67% | 7 |
|
|
2021
Q2 | $11.6M | Buy |
39,711
+518
| +1% | +$151K | 4.05% | 7 |
|
|
2021
Q1 | $10.8M | Buy |
+39,193
| New | +$10.8M | 4.06% | 6 |
|