MIAS
Mason Investment Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-901
| Closed | -$217K | – | 75 |
|
2024
Q4 | $217K | Sell |
901
-3
| -0.3% | -$721 | 0.01% | 70 |
|
2024
Q3 | $214K | Sell |
904
-31
| -3% | -$7.35K | 0.01% | 71 |
|
2024
Q2 | $204K | Hold |
935
| – | – | 0.01% | 71 |
|
2024
Q1 | $214K | Buy |
+935
| New | +$214K | 0.01% | 65 |
|