MSWMA
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Market Street Wealth Management Advisors’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Market Street Wealth Management Advisors’s Portfolio VFMV Stock Details VFMV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,232
Closed -$318K – 94
2022
Q4 		$318K Sell
3,232
-3,160
-49% -$311K 0.09% 83
2022
Q3 		$570K Buy
6,392
+684
+12% +$61K 0.18% 68
2022
Q2 		$550K Buy
+5,708
New +$550K 0.17% 66