MWA
Martel Wealth Advisors’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 | $3.94M | Buy |
14,223
+736
| +5% | +$204K | 0.73% | 16 |
|
|
2025
Q1 | $3.4M | Sell |
13,487
-571
| -4% | -$144K | 0.68% | 18 |
|
|
2024
Q4 | $3.94M | Sell |
14,058
-646
| -4% | -$181K | 0.77% | 17 |
|
|
2024
Q3 | $3.94M | Sell |
14,704
-147
| -1% | -$39.4K | 0.81% | 17 |
|
|
2024
Q2 | $3.71M | Buy |
14,851
+83
| +0.6% | +$20.8K | 0.8% | 17 |
|
|
2024
Q1 | $3.85M | Sell |
14,768
-562
| -4% | -$147K | 0.84% | 17 |
|
|
2023
Q4 | $3.71M | Sell |
15,330
-70
| -0.5% | -$16.9K | 0.84% | 17 |
|
|
2023
Q3 | $3.3M | Sell |
15,400
-515
| -3% | -$110K | 0.82% | 17 |
|
|
2023
Q2 | $3.66M | Sell |
15,915
-953
| -6% | -$219K | 0.89% | 16 |
|
|
2023
Q1 | $3.65M | Buy |
16,868
+1,554
| +10% | +$336K | 0.93% | 16 |
|
|
2022
Q4 | $3.07M | Buy |
15,314
+7,440
| +94% | +$1.49M | 0.83% | 18 |
|
|
2022
Q3 | $1.54M | Buy |
7,874
+2,129
| +37% | +$415K | 0.44% | 27 |
|
|
2022
Q2 | $1.13M | Buy |
5,745
+2,294
| +66% | +$452K | 0.31% | 27 |
|
|
2022
Q1 | $856K | Buy |
3,451
+162
| +5% | +$40.2K | 0.21% | 29 |
|
|
2021
Q4 | $927K | Buy |
3,289
+47
| +1% | +$13.2K | 0.22% | 27 |
|
|
2021
Q3 | $908K | Buy |
3,242
+15
| +0.5% | +$4.2K | 0.23% | 26 |
|
|
2021
Q2 | $935K | Buy |
3,227
+93
| +3% | +$27K | 0.24% | 25 |
|
|
2021
Q1 | $861K | Sell |
3,134
-129
| -4% | -$35.4K | 0.24% | 23 |
|
|
2020
Q4 | $873K | Sell |
3,263
-54
| -2% | -$14.5K | 0.25% | 24 |
|
|
2020
Q3 | $713K | Sell |
3,317
-60
| -2% | -$12.9K | 0.23% | 24 |
|
|
2020
Q2 | $674K | Buy |
3,377
+310
| +10% | +$61.9K | 0.23% | 24 |
|
|
2020
Q1 | $461K | Sell |
3,067
-21
| -0.7% | -$3.16K | 0.18% | 28 |
|
|
2019
Q4 | $614K | Buy |
3,088
+2
| +0.1% | +$397 | 0.21% | 27 |
|
|
2019
Q3 | $562K | Sell |
3,086
-117
| -4% | -$21.3K | 0.2% | 26 |
|
|
2019
Q2 | $596K | Buy |
3,203
+4
| +0.1% | +$745 | 0.22% | 26 |
|
|
2019
Q1 | $575K | Buy |
3,199
+153
| +5% | +$27.5K | 0.22% | 27 |
|
|
2018
Q4 | $459K | Sell |
3,046
-391
| -11% | -$58.9K | 0.19% | 28 |
|
|
2018
Q3 | $644K | Buy |
+3,437
| New | +$644K | 0.25% | 24 |
|