MP
McDonald Partners’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $344K | Buy |
+1,452
| New | +$344K | 0.08% | 202 |
|
2022
Q3 | – | Sell |
-2,064
| Closed | -$363K | – | 279 |
|
2022
Q2 | $363K | Sell |
2,064
-301
| -13% | -$52.9K | 0.09% | 212 |
|
2022
Q1 | $503K | Buy |
2,365
+2,099
| +789% | +$446K | 0.11% | 196 |
|
2021
Q4 | $60K | Sell |
266
-2,391
| -90% | -$540K | 0.06% | 105 |
|
2021
Q3 | $581K | Buy |
2,657
+2
| +0.1% | +$437 | 0.14% | 175 |
|
2021
Q2 | $598K | Sell |
2,655
-36
| -1% | -$8.11K | 0.14% | 167 |
|
2021
Q1 | $576K | Sell |
2,691
-168
| -6% | -$36K | 0.15% | 160 |
|
2020
Q4 | $557K | Buy |
+2,859
| New | +$557K | 0.16% | 155 |
|