MFGM
Marshall Financial Group (Maryland)’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
5,041
-584
| -10% | -$141K | 0.24% | 94 |
|
|
2025
Q1 | $1.25M | Sell |
5,625
-2,417
| -30% | -$536K | 0.27% | 79 |
|
|
2024
Q4 | $1.93M | Sell |
8,042
-318
| -4% | -$76.4K | 0.47% | 47 |
|
|
2024
Q3 | $1.98M | Sell |
8,360
-420
| -5% | -$99.6K | 0.47% | 49 |
|
|
2024
Q2 | $1.91M | Sell |
8,780
-946
| -10% | -$206K | 0.54% | 47 |
|
|
2024
Q1 | $2.22M | Sell |
9,726
-853
| -8% | -$195K | 0.64% | 42 |
|
|
2023
Q4 | $2.26M | Sell |
10,579
-1,235
| -10% | -$263K | 0.73% | 33 |
|
|
2023
Q3 | $2.23M | Sell |
11,814
-578
| -5% | -$109K | 0.81% | 31 |
|
|
2023
Q2 | $2.46M | Sell |
12,392
-1,380
| -10% | -$274K | 0.84% | 28 |
|
|
2023
Q1 | $2.61M | Sell |
13,772
-234
| -2% | -$44.4K | 0.94% | 24 |
|
|
2022
Q4 | $2.57M | Sell |
14,006
-611
| -4% | -$112K | 1% | 24 |
|
|
2022
Q3 | $2.5M | Buy |
14,617
+853
| +6% | +$146K | 1.06% | 16 |
|
|
2022
Q2 | $2.42M | Buy |
13,764
+10,057
| +271% | +$1.77M | 0.97% | 20 |
|
|
2022
Q1 | $788K | Buy |
3,707
+1,631
| +79% | +$347K | 0.32% | 115 |
|
|
2021
Q4 | $469K | Buy |
+2,076
| New | +$469K | 0.17% | 151 |
|