MCWS
McKinley Carter Wealth Services’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Buy |
22,256
+12,100
| +119% | +$2.87M | 0.29% | 69 |
|
|
2025
Q1 | $2.25M | Buy |
10,156
+50
| +0.5% | +$11.1K | 0.14% | 104 |
|
|
2024
Q4 | $2.43M | Sell |
10,106
-544
| -5% | -$131K | 0.15% | 98 |
|
|
2024
Q3 | $2.53M | Sell |
10,650
-1,147
| -10% | -$272K | 0.15% | 101 |
|
|
2024
Q2 | $2.57M | Sell |
11,797
-1,446
| -11% | -$315K | 0.16% | 100 |
|
|
2024
Q1 | $3.03M | Sell |
13,243
-2,357
| -15% | -$539K | 0.2% | 92 |
|
|
2023
Q4 | $3.33M | Buy |
15,600
+2,700
| +21% | +$576K | 0.24% | 79 |
|
|
2023
Q3 | $2.44M | Sell |
12,900
-172
| -1% | -$32.5K | 0.19% | 91 |
|
|
2023
Q2 | $2.6M | Buy |
13,072
+507
| +4% | +$101K | 0.2% | 88 |
|
|
2023
Q1 | $2.38M | Sell |
12,565
-2,291
| -15% | -$434K | 0.19% | 94 |
|
|
2022
Q4 | $2.73M | Buy |
14,856
+6,977
| +89% | +$1.28M | 0.23% | 81 |
|
|
2022
Q3 | $1.35M | Sell |
7,879
-182
| -2% | -$31.1K | 0.13% | 112 |
|
|
2022
Q2 | $1.42M | Sell |
8,061
-151
| -2% | -$26.6K | 0.13% | 112 |
|
|
2022
Q1 | $1.75M | Sell |
8,212
-430
| -5% | -$91.4K | 0.14% | 110 |
|
|
2021
Q4 | $1.95M | Buy |
8,642
+3,863
| +81% | +$873K | 0.15% | 106 |
|
|
2021
Q3 | $1.05M | Sell |
4,779
-199
| -4% | -$43.5K | 0.09% | 138 |
|
|
2021
Q2 | $1.12M | Sell |
4,978
-167
| -3% | -$37.6K | 0.09% | 137 |
|
|
2021
Q1 | $1.1M | Sell |
5,145
-204
| -4% | -$43.7K | 0.09% | 142 |
|
|
2020
Q4 | $1.04M | Buy |
5,349
+2,541
| +90% | +$495K | 0.14% | 126 |
|
|
2020
Q3 | $432K | Sell |
2,808
-253
| -8% | -$38.9K | 0.1% | 103 |
|
|
2020
Q2 | $446K | Sell |
3,061
-554
| -15% | -$80.7K | 0.11% | 97 |
|
|
2020
Q1 | $417K | Buy |
3,615
+3,359
| +1,312% | +$387K | 0.12% | 98 |
|
|
2019
Q4 | $42K | Buy |
+256
| New | +$42K | 0.01% | 178 |
|
|
2018
Q2 | – | Sell |
-305
| Closed | -$45K | – | 368 |
|
|
2018
Q1 | $45K | Buy |
+305
| New | +$45K | 0.01% | 272 |
|