MWM
Meridian Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
4,456
-61
| -1% | -$16.9K | 0.05% | 274 |
|
|
2025
Q1 | $1.14M | Sell |
4,517
-108
| -2% | -$27.2K | 0.06% | 269 |
|
|
2024
Q4 | $1.3M | Sell |
4,625
-241
| -5% | -$67.5K | 0.06% | 245 |
|
|
2024
Q3 | $1.3M | Buy |
+4,866
| New | +$1.3M | 0.06% | 234 |
|
|
2024
Q1 | – | Sell |
-5,377
| Closed | -$1.3M | – | 537 |
|
|
2023
Q4 | $1.3M | Buy |
5,377
+872
| +19% | +$211K | 0.08% | 224 |
|
|
2023
Q3 | $965K | Sell |
4,505
-125
| -3% | -$26.8K | 0.06% | 240 |
|
|
2023
Q2 | $1.06M | Sell |
4,630
-236
| -5% | -$54.2K | 0.09% | 182 |
|
|
2023
Q1 | $1.05M | Sell |
4,866
-44
| -0.9% | -$9.52K | 0.09% | 197 |
|
|
2022
Q4 | $985K | Buy |
4,910
+210
| +4% | +$42.1K | 0.1% | 198 |
|
|
2022
Q3 | $917K | Sell |
4,700
-2,397
| -34% | -$468K | 0.1% | 198 |
|
|
2022
Q2 | $1.4M | Buy |
7,097
+4,614
| +186% | +$909K | 0.11% | 190 |
|
|
2022
Q1 | $616K | Sell |
2,483
-81
| -3% | -$20.1K | 0.07% | 209 |
|
|
2021
Q4 | $722K | Sell |
2,564
-31
| -1% | -$8.73K | 0.08% | 198 |
|
|
2021
Q3 | $727K | Buy |
2,595
+12
| +0.5% | +$3.36K | 0.09% | 182 |
|
|
2021
Q2 | $749K | Buy |
2,583
+134
| +5% | +$38.9K | 0.1% | 178 |
|
|
2021
Q1 | $673K | Buy |
2,449
+353
| +17% | +$97K | 0.1% | 176 |
|
|
2020
Q4 | $561K | Buy |
2,096
+873
| +71% | +$234K | 0.09% | 178 |
|
|
2020
Q3 | $262K | Sell |
1,223
-35
| -3% | -$7.5K | 0.06% | 206 |
|
|
2020
Q2 | $251K | Sell |
1,258
-100
| -7% | -$20K | 0.08% | 180 |
|
|
2020
Q1 | $204K | Buy |
1,358
+101
| +8% | +$15.2K | 0.09% | 187 |
|
|
2019
Q4 | $249K | Buy |
1,257
+2
| +0.2% | +$396 | 0.12% | 168 |
|
|
2019
Q3 | $228K | Buy |
1,255
+2
| +0.2% | +$363 | 0.11% | 178 |
|
|
2019
Q2 | $2.33K | Buy |
1,253
+1
| +0.1% | +$2 | 0.09% | 181 |
|
|
2019
Q1 | $225K | Buy |
+1,252
| New | +$225K | 0.1% | 172 |
|
|
2018
Q3 | – | Sell |
-1,209
| Closed | -$212K | – | 201 |
|
|
2018
Q2 | $212K | Buy |
+1,209
| New | +$212K | 0.1% | 172 |
|