BMM
Buffington Mohr McNeal’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-885
| Closed | -$213K | – | 137 |
|
2024
Q4 | $213K | Hold |
885
| – | – | 0.04% | 129 |
|
2024
Q3 | $210K | Buy |
+885
| New | +$210K | 0.03% | 130 |
|
2024
Q2 | – | Sell |
-885
| Closed | -$202K | – | 131 |
|
2024
Q1 | $202K | Buy |
+885
| New | +$202K | 0.04% | 128 |
|
2022
Q2 | – | Sell |
-970
| Closed | -$206K | – | 126 |
|
2022
Q1 | $206K | Hold |
970
| – | – | 0.04% | 121 |
|
2021
Q4 | $219K | Buy |
970
+14
| +1% | +$3.16K | 0.04% | 129 |
|
2021
Q3 | $209K | Hold |
956
| – | – | 0.04% | 118 |
|
2021
Q2 | $215K | Hold |
956
| – | – | 0.04% | 121 |
|
2021
Q1 | $205K | Buy |
+956
| New | +$205K | 0.04% | 122 |
|
2019
Q2 | – | Sell |
-1,022
| Closed | -$156K | – | 314 |
|
2019
Q1 | $156K | Buy |
+1,022
| New | +$156K | 0.05% | 130 |
|
2017
Q1 | – | Sell |
-922
| Closed | -$119K | – | 133 |
|
2016
Q4 | $119K | Hold |
922
| – | – | 0.05% | 150 |
|
2016
Q3 | $112K | Hold |
922
| – | – | 0.05% | 148 |
|
2016
Q2 | $107K | Hold |
922
| – | – | 0.05% | 154 |
|
2016
Q1 | $103K | Buy |
+922
| New | +$103K | 0.05% | 167 |
|