CCWM
Correct Capital Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $216K | Hold |
913
| – | – | 0.03% | 107 |
|
2025
Q1 | $202K | Hold |
913
| – | – | 0.03% | 110 |
|
2024
Q4 | $219K | Hold |
913
| – | – | 0.04% | 108 |
|
2024
Q3 | $217K | Buy |
+913
| New | +$217K | 0.05% | 116 |
|
2024
Q2 | – | Sell |
-913
| Closed | -$209K | – | 130 |
|
2024
Q1 | $209K | Buy |
+913
| New | +$209K | 0.05% | 129 |
|