MWM
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Melfa Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Melfa Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$201K Buy
+850
New +$201K 0.13% 163
2025
Q1 		– Sell
-850
Closed -$204K – 205
2024
Q4 		$204K Hold
850
– – 0.14% 165
2024
Q3 		$202K Buy
+850
New +$202K 0.13% 168