CFP
Curran Financial Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
64,182
+9,792
| +18% | +$2.32M | 3.36% | 8 |
|
|
2025
Q1 | $12.1M | Buy |
54,390
+7,134
| +15% | +$1.58M | 2.96% | 13 |
|
|
2024
Q4 | $11.4M | Buy |
47,256
+8,739
| +23% | +$2.1M | 2.98% | 10 |
|
|
2024
Q3 | $9.14M | Buy |
38,517
+2,023
| +6% | +$480K | 2.6% | 10 |
|
|
2024
Q2 | $7.96M | Buy |
36,494
+1,745
| +5% | +$380K | 2.66% | 10 |
|
|
2024
Q1 | $7.94M | Buy |
34,749
+1,793
| +5% | +$410K | 2.76% | 9 |
|
|
2023
Q4 | $6.86M | Buy |
32,956
+2,900
| +10% | +$604K | 2.63% | 9 |
|
|
2023
Q3 | $5.68M | Buy |
30,056
+1,886
| +7% | +$357K | 2.48% | 12 |
|
|
2023
Q2 | $5.6M | Buy |
28,170
+919
| +3% | +$183K | 2.43% | 10 |
|
|
2023
Q1 | $5.17M | Buy |
27,251
+1,276
| +5% | +$242K | 2.45% | 13 |
|
|
2022
Q4 | $4.77M | Sell |
25,975
-12,172
| -32% | -$2.23M | 2.3% | 16 |
|
|
2022
Q3 | $6.52M | Buy |
38,147
+3,357
| +10% | +$574K | 3.31% | 12 |
|
|
2022
Q2 | $6.13M | Buy |
34,790
+5,119
| +17% | +$902K | 2.89% | 13 |
|
|
2022
Q1 | $6.31M | Buy |
29,671
+2,706
| +10% | +$575K | 2.59% | 14 |
|
|
2021
Q4 | $6.09M | Buy |
26,965
+9,743
| +57% | +$2.2M | 2.59% | 13 |
|
|
2021
Q3 | $3.76M | Buy |
17,222
+999
| +6% | +$218K | 1.92% | 16 |
|
|
2021
Q2 | $3.66M | Buy |
16,223
+5,416
| +50% | +$1.22M | 2.01% | 17 |
|
|
2021
Q1 | $2.31M | Buy |
10,807
+1,240
| +13% | +$266K | 1.66% | 18 |
|
|
2020
Q4 | $1.86M | Buy |
+9,567
| New | +$1.86M | 1.6% | 19 |
|