MW
MBL Wealth’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Hold |
2,675
| – | – | 0.06% | 128 |
|
|
2025
Q1 | $593K | Hold |
2,675
| – | – | 0.06% | 125 |
|
|
2024
Q4 | $643K | Hold |
2,675
| – | – | 0.06% | 122 |
|
|
2024
Q3 | $635K | Hold |
2,675
| – | – | 0.07% | 122 |
|
|
2024
Q2 | $583K | Buy |
2,675
+25
| +0.9% | +$5.45K | 0.07% | 119 |
|
|
2024
Q1 | $606K | Buy |
2,650
+50
| +2% | +$11.4K | 0.07% | 114 |
|
|
2023
Q4 | $555K | Buy |
2,600
+35
| +1% | +$7.47K | 0.07% | 112 |
|
|
2023
Q3 | $485K | Buy |
2,565
+335
| +15% | +$63.3K | 0.07% | 112 |
|
|
2023
Q2 | $444K | Buy |
2,230
+145
| +7% | +$28.8K | 0.06% | 117 |
|
|
2023
Q1 | $395K | Hold |
2,085
| – | – | 0.06% | 113 |
|
|
2022
Q4 | $383K | Buy |
2,085
+185
| +10% | +$34K | 0.07% | 117 |
|
|
2022
Q3 | $325K | Hold |
1,900
| – | – | 0.07% | 116 |
|
|
2022
Q2 | $335K | Hold |
1,900
| – | – | 0.08% | 109 |
|
|
2022
Q1 | $404K | Buy |
+1,900
| New | +$404K | 0.1% | 110 |
|
|
2021
Q1 | $407K | Buy |
+1,900
| New | +$407K | 0.14% | 98 |
|