MWM
Maripau 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 | $2.87M | Sell |
12,049
-1,317
| -10% | -$314K | 1.45% | 13 |
|
|
2025
Q1 | $2.96M | Buy |
13,366
+811
| +6% | +$180K | 1.7% | 12 |
|
|
2024
Q4 | $3.02M | Buy |
+12,555
| New | +$3.02M | 1.79% | 14 |
|
|
2024
Q3 | – | Sell |
-5,616
| Closed | -$1.23M | – | 130 |
|
|
2024
Q2 | $1.23M | Buy |
5,616
+1,801
| +47% | +$394K | 0.84% | 32 |
|
|
2024
Q1 | $872K | Buy |
3,815
+185
| +5% | +$42.3K | 0.65% | 35 |
|
|
2023
Q4 | $774K | Buy |
3,630
+152
| +4% | +$32.4K | 0.67% | 35 |
|
|
2023
Q3 | $657K | Buy |
3,478
+462
| +15% | +$87.3K | 0.6% | 39 |
|
|
2023
Q2 | $600K | Sell |
3,016
-138
| -4% | -$27.4K | 0.53% | 44 |
|
|
2023
Q1 | $598K | Buy |
3,154
+2
| +0.1% | +$379 | 0.62% | 40 |
|
|
2022
Q4 | $603K | Buy |
3,152
+159
| +5% | +$30.4K | 0.63% | 39 |
|
|
2022
Q3 | $562K | Buy |
2,993
+526
| +21% | +$98.8K | 0.61% | 40 |
|
|
2022
Q2 | $480K | Sell |
2,467
-72
| -3% | -$14K | 0.52% | 45 |
|
|
2022
Q1 | $517K | Buy |
2,539
+44
| +2% | +$8.96K | 0.47% | 52 |
|
|
2021
Q4 | $528K | Buy |
+2,495
| New | +$528K | 0.5% | 46 |
|