MWC
MBM Wealth Consultants’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Buy |
82,151
+3,660
| +5% | +$867K | 5.21% | 4 |
|
|
2025
Q1 | $17.4M | Buy |
78,491
+1,472
| +2% | +$326K | 5.14% | 4 |
|
|
2024
Q4 | $18.5M | Buy |
77,019
+1,148
| +2% | +$276K | 5.5% | 4 |
|
|
2024
Q3 | $18M | Buy |
75,871
+1,689
| +2% | +$401K | 5.68% | 4 |
|
|
2024
Q2 | $16M | Buy |
74,182
+992
| +1% | +$214K | 5.47% | 4 |
|
|
2024
Q1 | $16.7M | Buy |
73,190
+548
| +0.8% | +$125K | 5.88% | 4 |
|
|
2023
Q4 | $15.5M | Buy |
72,642
+3,993
| +6% | +$851K | 5.78% | 4 |
|
|
2023
Q3 | $12.6M | Buy |
68,649
+2,151
| +3% | +$396K | 5.5% | 4 |
|
|
2023
Q2 | $13.6M | Buy |
66,498
+9,149
| +16% | +$1.87M | 5.81% | 5 |
|
|
2023
Q1 | $12.1M | Hold |
57,349
| – | – | 4.92% | 5 |
|
|
2022
Q4 | $10.5M | Buy |
57,349
+1,587
| +3% | +$290K | 4.84% | 5 |
|
|
2022
Q3 | $9.8M | Buy |
55,762
+9,216
| +20% | +$1.62M | 4.73% | 8 |
|
|
2022
Q2 | $8.2M | Buy |
46,546
+891
| +2% | +$157K | 4.01% | 8 |
|
|
2022
Q1 | $9.7M | Buy |
45,655
+4,229
| +10% | +$899K | 4.03% | 7 |
|
|
2021
Q4 | $9.36M | Buy |
41,426
+3,260
| +9% | +$737K | 3.89% | 8 |
|
|
2021
Q3 | $8.35M | Buy |
38,166
+1,360
| +4% | +$297K | 3.81% | 8 |
|
|
2021
Q2 | $8.29M | Buy |
36,806
+992
| +3% | +$223K | 3.89% | 8 |
|
|
2021
Q1 | $7.67M | Sell |
35,814
-1,085
| -3% | -$232K | 3.89% | 7 |
|
|
2020
Q4 | $7.18M | Sell |
36,899
-1,123
| -3% | -$219K | 3.91% | 8 |
|
|
2020
Q3 | $5.85M | Buy |
38,022
+1,857
| +5% | +$286K | 3.74% | 8 |
|
|
2020
Q2 | $5.27M | Buy |
36,165
+1,866
| +5% | +$272K | 3.72% | 8 |
|
|
2020
Q1 | $3.96M | Buy |
34,299
+3,927
| +13% | +$453K | 3.28% | 8 |
|
|
2019
Q4 | $5.03M | Buy |
30,372
+4,440
| +17% | +$735K | 3.73% | 8 |
|
|
2019
Q3 | $3.99M | Buy |
25,932
+1,465
| +6% | +$225K | 3.14% | 8 |
|
|
2019
Q2 | $3.83M | Buy |
24,467
+663
| +3% | +$104K | 3.19% | 8 |
|
|
2019
Q1 | $3.64M | Buy |
23,804
+705
| +3% | +$108K | 3.19% | 8 |
|
|
2018
Q4 | $3.05M | Buy |
+23,099
| New | +$3.05M | 2.97% | 6 |
|