MFA
McClarren Financial 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 | $13.5M | Buy |
57,006
+2,781
| +5% | +$659K | 8.79% | 2 |
|
|
2025
Q1 | $12.7M | Buy |
+54,225
| New | +$12.7M | 8.4% | 3 |
|
|
2024
Q4 | – | Sell |
-54,381
| Closed | -$4.57K | – | 303 |
|
|
2024
Q3 | $4.57K | Buy |
54,381
+3,796
| +8% | +$319 | 0.57% | 19 |
|
|
2024
Q2 | $12.7M | Sell |
50,585
-8,438
| -14% | -$2.11M | 8.84% | 2 |
|
|
2024
Q1 | $13.5M | Buy |
59,023
+341
| +0.6% | +$77.9K | 9.69% | 2 |
|
|
2023
Q4 | $12.5M | Sell |
58,682
-170
| -0.3% | -$36.3K | 9.54% | 2 |
|
|
2023
Q3 | $11.1M | Sell |
58,852
-77
| -0.1% | -$14.5K | 9.69% | 2 |
|
|
2023
Q2 | $11.7M | Buy |
58,929
+1,534
| +3% | +$305K | 9.7% | 2 |
|
|
2023
Q1 | $10.8M | Buy |
57,395
+1,824
| +3% | +$343K | 9.81% | 2 |
|
|
2022
Q4 | $10.2M | Buy |
55,571
+1,704
| +3% | +$313K | 9.69% | 2 |
|
|
2022
Q3 | $9.21M | Buy |
53,867
+45,076
| +513% | +$7.7M | 9.18% | 2 |
|
|
2022
Q2 | $1.55M | Sell |
8,791
-42,807
| -83% | -$7.53M | 4.95% | 8 |
|
|
2022
Q1 | $11M | Buy |
51,598
+2
| +0% | +$425 | 7.93% | 3 |
|
|
2021
Q4 | $11.6M | Buy |
51,596
+1,511
| +3% | +$341K | 7.94% | 3 |
|
|
2021
Q3 | $11M | Buy |
50,085
+4,249
| +9% | +$929K | 8.53% | 3 |
|
|
2021
Q2 | $10.3M | Buy |
45,836
+4,487
| +11% | +$1.01M | 8.36% | 2 |
|
|
2021
Q1 | $8.85M | Buy |
41,349
+705
| +2% | +$151K | 7.91% | 3 |
|
|
2020
Q4 | $7.91M | Buy |
+40,644
| New | +$7.91M | 7.6% | 3 |
|