MFGP
Marshall Financial Group (Pennsylvania)’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Sell |
80,990
-705
| -0.9% | -$167K | 5.75% | 6 |
|
|
2025
Q1 | $18.1M | Sell |
81,695
-845
| -1% | -$187K | 5.7% | 7 |
|
|
2024
Q4 | $19.8M | Sell |
82,540
-1,097
| -1% | -$264K | 6.06% | 6 |
|
|
2024
Q3 | $19.8M | Buy |
83,637
+1,167
| +1% | +$277K | 5.99% | 6 |
|
|
2024
Q2 | $18M | Buy |
82,470
+492
| +0.6% | +$107K | 5.84% | 7 |
|
|
2024
Q1 | $18.7M | Buy |
81,978
+644
| +0.8% | +$147K | 6.18% | 6 |
|
|
2023
Q4 | $17.4M | Buy |
81,334
+2,782
| +4% | +$593K | 6.2% | 6 |
|
|
2023
Q3 | $14.9M | Buy |
78,552
+654
| +0.8% | +$124K | 6.05% | 7 |
|
|
2023
Q2 | $15.5M | Buy |
77,898
+1,789
| +2% | +$356K | 5.94% | 7 |
|
|
2023
Q1 | $14.4M | Buy |
76,109
+1,458
| +2% | +$276K | 5.86% | 7 |
|
|
2022
Q4 | $13.7M | Buy |
74,651
+1,465
| +2% | +$269K | 5.89% | 9 |
|
|
2022
Q3 | $12.5M | Buy |
73,186
+4,401
| +6% | +$752K | 5.91% | 8 |
|
|
2022
Q2 | $12.1M | Buy |
68,785
+6,809
| +11% | +$1.2M | 5.5% | 8 |
|
|
2022
Q1 | $13.2M | Sell |
61,976
-92
| -0.1% | -$19.6K | 5.25% | 8 |
|
|
2021
Q4 | $14M | Buy |
62,068
+1,013
| +2% | +$229K | 5.44% | 8 |
|
|
2021
Q3 | $13.4M | Sell |
61,055
-1,270
| -2% | -$278K | 5.62% | 8 |
|
|
2021
Q2 | $14M | Sell |
62,325
-1,711
| -3% | -$385K | 5.97% | 8 |
|
|
2021
Q1 | $13.7M | Sell |
64,036
-910
| -1% | -$195K | 6.22% | 7 |
|
|
2020
Q4 | $12.6M | Buy |
64,946
+4,273
| +7% | +$832K | 6.19% | 6 |
|
|
2020
Q3 | $9.33M | Buy |
60,673
+1,816
| +3% | +$279K | 5.51% | 8 |
|
|
2020
Q2 | $8.58M | Buy |
58,857
+15,366
| +35% | +$2.24M | 5.69% | 7 |
|
|
2020
Q1 | $5.02M | Buy |
43,491
+32,281
| +288% | +$3.73M | 4.06% | 8 |
|
|
2019
Q4 | $1.86M | Buy |
11,210
+5,191
| +86% | +$860K | 1.25% | 16 |
|
|
2019
Q3 | $926K | Buy |
6,019
+2,257
| +60% | +$347K | 0.71% | 24 |
|
|
2019
Q2 | $589K | Buy |
3,762
+527
| +16% | +$82.5K | 0.45% | 27 |
|
|
2019
Q1 | $494K | Sell |
3,235
-315
| -9% | -$48.1K | 0.4% | 28 |
|
|
2018
Q4 | $469K | Buy |
+3,550
| New | +$469K | 0.44% | 27 |
|