MWM
Marietta Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Buy |
69,123
+1,793
| +3% | +$425K | 2.14% | 10 |
|
|
2025
Q1 | $14.9M | Sell |
67,330
-15,889
| -19% | -$3.52M | 2.19% | 8 |
|
|
2024
Q4 | $20M | Buy |
83,219
+386
| +0.5% | +$92.7K | 2.87% | 5 |
|
|
2024
Q3 | $19.6M | Buy |
82,833
+3,208
| +4% | +$761K | 2.85% | 5 |
|
|
2024
Q2 | $17.4M | Buy |
79,625
+2,575
| +3% | +$561K | 2.71% | 7 |
|
|
2024
Q1 | $17.6M | Buy |
77,050
+507
| +0.7% | +$116K | 2.91% | 5 |
|
|
2023
Q4 | $16.3M | Buy |
76,543
+50
| +0.1% | +$10.7K | 2.91% | 3 |
|
|
2023
Q3 | $14.5M | Buy |
76,493
+6,851
| +10% | +$1.3M | 2.87% | 3 |
|
|
2023
Q2 | $13.9M | Buy |
69,642
+13,001
| +23% | +$2.59M | 2.61% | 5 |
|
|
2023
Q1 | $10.7M | Buy |
56,641
+3,059
| +6% | +$580K | 2.28% | 5 |
|
|
2022
Q4 | $9.83M | Buy |
53,582
+3,017
| +6% | +$554K | 2.22% | 5 |
|
|
2022
Q3 | $8.64M | Buy |
50,565
+4,573
| +10% | +$782K | 2.16% | 7 |
|
|
2022
Q2 | $8.1M | Buy |
45,992
+1,862
| +4% | +$328K | 1.96% | 10 |
|
|
2022
Q1 | $9.38M | Buy |
44,130
+4,174
| +10% | +$887K | 1.96% | 9 |
|
|
2021
Q4 | $9.03M | Buy |
39,956
+7,100
| +22% | +$1.6M | 1.81% | 12 |
|
|
2021
Q3 | $7.19M | Buy |
32,856
+2,816
| +9% | +$616K | 1.57% | 17 |
|
|
2021
Q2 | $6.77M | Buy |
30,040
+1,839
| +7% | +$414K | 1.53% | 20 |
|
|
2021
Q1 | $6.04M | Buy |
28,201
+403
| +1% | +$86.3K | 1.5% | 20 |
|
|
2020
Q4 | $5.41M | Buy |
27,798
+803
| +3% | +$156K | 1.49% | 20 |
|
|
2020
Q3 | $4.15M | Sell |
26,995
-557
| -2% | -$85.7K | 1.29% | 25 |
|
|
2020
Q2 | $4.02M | Buy |
27,552
+2,222
| +9% | +$324K | 1.37% | 25 |
|
|
2020
Q1 | $2.92M | Buy |
+25,330
| New | +$2.92M | 1.14% | 34 |
|