Vanguard Group’s CaliberCos CWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-721
| Closed | -$7.99K | – | 4287 |
|
|
2025
Q1 | $7.99K | Hold |
721
| – | – | ﹤0.01% | 4261 |
|
|
2024
Q4 | $10.1K | Hold |
721
| – | – | ﹤0.01% | 4282 |
|
|
2024
Q3 | $9K | Hold |
721
| – | – | ﹤0.01% | 4327 |
|
|
2024
Q2 | $12.1K | Buy |
721
+215
| +42% | +$3.62K | ﹤0.01% | 4384 |
|
|
2024
Q1 | $10.1K | Buy |
+506
| New | +$10.1K | ﹤0.01% | 4425 |
|