CA
CWC Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Buy |
17,755
+276
| +2% | +$53.8K | 1.79% | 20 |
|
|
2025
Q1 | $3.26M | Sell |
17,479
-328
| -2% | -$61.1K | 1.85% | 17 |
|
|
2024
Q4 | $3.53M | Buy |
17,807
+213
| +1% | +$42.2K | 3.52% | 5 |
|
|
2024
Q3 | $3.53M | Buy |
+17,594
| New | +$3.53M | 3.49% | 6 |
|