CPA Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.3M | Hold |
|
|||||
|
2025
Q2 | $1.21M | Hold |
|
|||||
|
2025
Q1 | $1.13M | Hold |
|
|||||
|
2024
Q4 | $1.22M | Hold |
|
|||||
|
2024
Q3 | $1.21M | Hold |
|
|||||
|
2024
Q2 | $1.11M | Hold |
|
|||||
|
2024
Q1 | $1.16M | Hold |
|
|||||
|
2023
Q4 | $1.09M | Buy |
|
|||||
|
2023
Q3 | $828K | Hold |
|
|||||
|
2023
Q2 | $871K | Hold |
|
|||||
|
2023
Q1 | $830K | Hold |
|
|||||
|
2022
Q4 | $804K | Buy |
|