MWM
Meridian Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Buy |
19,755
+522
| +3% | +$124K | 0.2% | 107 |
|
|
2025
Q1 | $4.26M | Buy |
19,233
+253
| +1% | +$56.1K | 0.21% | 107 |
|
|
2024
Q4 | $4.56M | Buy |
18,980
+1,432
| +8% | +$344K | 0.22% | 98 |
|
|
2024
Q3 | $4.16M | Buy |
+17,548
| New | +$4.16M | 0.2% | 110 |
|
|
2024
Q1 | – | Sell |
-14,400
| Closed | -$3.07M | – | 536 |
|
|
2023
Q4 | $3.07M | Buy |
14,400
+475
| +3% | +$101K | 0.2% | 119 |
|
|
2023
Q3 | $2.63M | Buy |
13,925
+21
| +0.2% | +$3.97K | 0.16% | 125 |
|
|
2023
Q2 | $2.77M | Buy |
13,904
+294
| +2% | +$58.5K | 0.23% | 94 |
|
|
2023
Q1 | $2.58M | Buy |
13,610
+785
| +6% | +$149K | 0.23% | 102 |
|
|
2022
Q4 | $2.35M | Buy |
12,825
+3
| +0% | +$551 | 0.23% | 104 |
|
|
2022
Q3 | $2.19M | Sell |
12,822
-846
| -6% | -$145K | 0.24% | 102 |
|
|
2022
Q2 | $2.41M | Buy |
13,668
+1,354
| +11% | +$238K | 0.2% | 128 |
|
|
2022
Q1 | $2.62M | Buy |
12,314
+91
| +0.7% | +$19.3K | 0.29% | 79 |
|
|
2021
Q4 | $2.76M | Buy |
12,223
+5,189
| +74% | +$1.17M | 0.29% | 78 |
|
|
2021
Q3 | $1.54M | Buy |
7,034
+628
| +10% | +$137K | 0.19% | 104 |
|
|
2021
Q2 | $1.44M | Buy |
6,406
+678
| +12% | +$153K | 0.18% | 109 |
|
|
2021
Q1 | $1.23M | Buy |
5,728
+75
| +1% | +$16.1K | 0.18% | 110 |
|
|
2020
Q4 | $1.1M | Sell |
5,653
-1,951
| -26% | -$380K | 0.17% | 109 |
|
|
2020
Q3 | $1.17M | Buy |
7,604
+1,957
| +35% | +$301K | 0.29% | 72 |
|
|
2020
Q2 | $822K | Sell |
5,647
-220
| -4% | -$32K | 0.28% | 80 |
|
|
2020
Q1 | $677K | Buy |
5,867
+103
| +2% | +$11.9K | 0.3% | 73 |
|
|
2019
Q4 | $954K | Buy |
5,764
+134
| +2% | +$22.2K | 0.46% | 44 |
|
|
2019
Q3 | $866K | Sell |
5,630
-134
| -2% | -$20.6K | 0.41% | 46 |
|
|
2019
Q2 | $9.03K | Buy |
5,764
+230
| +4% | +$360 | 0.37% | 42 |
|
|
2019
Q1 | $846K | Buy |
5,534
+668
| +14% | +$102K | 0.39% | 51 |
|
|
2018
Q4 | $642K | Buy |
4,866
+57
| +1% | +$7.52K | 0.38% | 54 |
|
|
2018
Q3 | $782K | Buy |
4,809
+62
| +1% | +$10.1K | 0.34% | 51 |
|
|
2018
Q2 | $739K | Buy |
4,747
+285
| +6% | +$44.4K | 0.35% | 51 |
|
|
2018
Q1 | $656K | Buy |
4,462
+165
| +4% | +$24.3K | 0.33% | 62 |
|
|
2017
Q4 | $609K | Sell |
4,297
-158
| -4% | -$22.4K | 0.38% | 61 |
|
|
2017
Q3 | $630K | Sell |
4,455
-121
| -3% | -$17.1K | 0.4% | 58 |
|
|
2017
Q2 | $620K | Buy |
4,576
+191
| +4% | +$25.9K | 0.39% | 59 |
|
|
2017
Q1 | $584K | Buy |
+4,385
| New | +$584K | 0.35% | 67 |
|