MA
MBA Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $285K | Hold |
1,204
| – | – | 0.13% | 111 |
|
2025
Q1 | $267K | Hold |
1,204
| – | – | 0.13% | 114 |
|
2024
Q4 | $289K | Hold |
1,204
| – | – | 0.15% | 106 |
|
2024
Q3 | $286K | Sell |
1,204
-40
| -3% | -$9.49K | 0.14% | 108 |
|
2024
Q2 | $271K | Hold |
1,244
| – | – | 0.14% | 109 |
|
2024
Q1 | $284K | Sell |
1,244
-28
| -2% | -$6.4K | 0.15% | 105 |
|
2023
Q4 | $271K | Hold |
1,272
| – | – | 0.15% | 104 |
|
2023
Q3 | $241K | Sell |
1,272
-5
| -0.4% | -$945 | 0.15% | 104 |
|
2023
Q2 | $254K | Sell |
1,277
-50
| -4% | -$9.95K | 0.15% | 103 |
|
2023
Q1 | $252K | Hold |
1,327
| – | – | 0.16% | 108 |
|
2022
Q4 | $244K | Sell |
1,327
-195
| -13% | -$35.8K | 0.16% | 108 |
|
2022
Q3 | $260K | Hold |
1,522
| – | – | 0.19% | 100 |
|
2022
Q2 | $268K | Hold |
1,522
| – | – | 0.18% | 102 |
|
2022
Q1 | $323K | Sell |
1,522
-154
| -9% | -$32.7K | 0.2% | 104 |
|
2021
Q4 | $379K | Hold |
1,676
| – | – | 0.23% | 97 |
|
2021
Q3 | $367K | Hold |
1,676
| – | – | 0.27% | 90 |
|
2021
Q2 | $378 | Hold |
1,676
| – | – | 0.18% | 91 |
|
2021
Q1 | $359 | Buy |
+1,676
| New | +$359 | 0.2% | 92 |
|