MSWM
McGlone Suttner Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
7,932
-500
| -6% | -$97.5K | 0.23% | 47 |
|
|
2025
Q1 | $1.57M | Sell |
8,432
-7
| -0.1% | -$1.3K | 0.26% | 41 |
|
|
2024
Q4 | $1.67M | Buy |
8,439
+783
| +10% | +$155K | 0.28% | 42 |
|
|
2024
Q3 | $1.54M | Sell |
7,656
-2,104
| -22% | -$422K | 0.32% | 38 |
|
|
2024
Q2 | $1.76M | Buy |
9,760
+967
| +11% | +$174K | 0.36% | 29 |
|
|
2024
Q1 | $1.69M | Sell |
8,793
-967
| -10% | -$186K | 0.32% | 37 |
|
|
2023
Q4 | $1.76M | Sell |
9,760
-270
| -3% | -$48.6K | 0.35% | 29 |
|
|
2023
Q3 | $1.6M | Sell |
10,030
-830
| -8% | -$132K | 0.37% | 27 |
|
|
2023
Q2 | $1.8M | Sell |
10,860
-214
| -2% | -$35.4K | 0.41% | 25 |
|
|
2023
Q1 | $1.76M | Sell |
11,074
-1,169
| -10% | -$186K | 0.45% | 24 |
|
|
2022
Q4 | $1.94M | Buy |
+12,243
| New | +$1.94M | 0.62% | 22 |
|