MSA
Marino Stram & Associates’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 | $1.55M | Buy |
+7,932
| New | +$1.55M | 0.31% | 51 |
|
|
2019
Q2 | – | Sell |
-76
| Closed | -$10K | – | 546 |
|
|
2019
Q1 | $10K | Hold |
76
| – | – | 0.01% | 306 |
|
|
2018
Q4 | $9K | Sell |
76
-162
| -68% | -$19.2K | 0.01% | 293 |
|
|
2018
Q3 | $33K | Hold |
238
| – | – | 0.03% | 201 |
|
|
2018
Q2 | $32K | Buy |
238
+136
| +133% | +$18.3K | 0.03% | 200 |
|
|
2018
Q1 | $31K | Hold |
102
| – | – | 0.03% | 206 |
|
|
2017
Q4 | $14K | Buy |
+102
| New | +$14K | 0.01% | 284 |
|