MWM
Marion Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.45M | Buy |
34,117
+1,024
| +3% | +$284K | 2.37% | 10 |
|
|
2025
Q1 | $8.33M | Sell |
33,093
-642
| -2% | -$162K | 2.23% | 11 |
|
|
2024
Q4 | $9.45M | Sell |
33,735
-82
| -0.2% | -$23K | 2.51% | 10 |
|
|
2024
Q3 | $9.04M | Buy |
33,817
+1,040
| +3% | +$278K | 2.41% | 10 |
|
|
2024
Q2 | $8.2M | Buy |
32,777
+340
| +1% | +$85K | 2.41% | 10 |
|
|
2024
Q1 | $8.46M | Sell |
32,437
-453
| -1% | -$118K | 2.52% | 10 |
|
|
2023
Q4 | $7.95M | Buy |
32,890
+1,399
| +4% | +$338K | 2.54% | 9 |
|
|
2023
Q3 | $6.74M | Buy |
31,491
+425
| +1% | +$91K | 2.38% | 10 |
|
|
2023
Q2 | $7.14M | Buy |
31,066
+428
| +1% | +$98.3K | 2.54% | 10 |
|
|
2023
Q1 | $6.63M | Buy |
30,638
+1,562
| +5% | +$338K | 2.47% | 10 |
|
|
2022
Q4 | $5.83M | Buy |
29,076
+5,195
| +22% | +$1.04M | 2.46% | 11 |
|
|
2022
Q3 | $4.66M | Buy |
23,881
+1,416
| +6% | +$276K | 2.39% | 11 |
|
|
2022
Q2 | $4.43M | Buy |
22,465
+3,108
| +16% | +$612K | 2.32% | 11 |
|
|
2022
Q1 | $4.8M | Buy |
19,357
+1,079
| +6% | +$268K | 2.35% | 11 |
|
|
2021
Q4 | $5.15M | Buy |
+18,278
| New | +$5.15M | 2.44% | 11 |
|