MWP
Meridian Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
4,858
-220
| -4% | -$52.1K | 0.17% | 42 |
|
|
2025
Q1 | $1.13M | Sell |
5,078
-584
| -10% | -$129K | 0.18% | 41 |
|
|
2024
Q4 | $1.36M | Sell |
5,662
-82
| -1% | -$19.7K | 0.21% | 39 |
|
|
2024
Q3 | $1.36M | Sell |
5,744
-111
| -2% | -$26.3K | 0.21% | 39 |
|
|
2024
Q2 | $1.28M | Sell |
5,855
-342
| -6% | -$74.6K | 0.23% | 36 |
|
|
2024
Q1 | $1.42M | Sell |
6,197
-91
| -1% | -$20.8K | 0.26% | 32 |
|
|
2023
Q4 | $1.34M | Buy |
6,288
+221
| +4% | +$47.1K | 0.26% | 33 |
|
|
2023
Q3 | $1.15M | Buy |
6,067
+229
| +4% | +$43.3K | 0.24% | 34 |
|
|
2023
Q2 | $1.16M | Buy |
5,838
+68
| +1% | +$13.5K | 0.24% | 31 |
|
|
2023
Q1 | $1.09M | Buy |
5,770
+106
| +2% | +$20.1K | 0.24% | 31 |
|
|
2022
Q4 | $1.04M | Buy |
5,664
+217
| +4% | +$39.8K | 0.24% | 31 |
|
|
2022
Q3 | $931K | Sell |
5,447
-33
| -0.6% | -$5.64K | 0.23% | 32 |
|
|
2022
Q2 | $965K | Buy |
5,480
+110
| +2% | +$19.4K | 0.23% | 31 |
|
|
2022
Q1 | $1.14M | Buy |
5,370
+135
| +3% | +$28.7K | 0.24% | 30 |
|
|
2021
Q4 | $1.18M | Buy |
5,235
+164
| +3% | +$37.1K | 0.24% | 30 |
|
|
2021
Q3 | $1.11M | Buy |
5,071
+100
| +2% | +$21.9K | 0.24% | 29 |
|
|
2021
Q2 | $1.12M | Buy |
4,971
+223
| +5% | +$50.2K | 0.26% | 29 |
|
|
2021
Q1 | $1.02M | Sell |
4,748
-124
| -3% | -$26.6K | 0.31% | 28 |
|
|
2020
Q4 | $949K | Buy |
4,872
+334
| +7% | +$65.1K | 0.39% | 23 |
|
|
2020
Q3 | $698K | Buy |
4,538
+1,157
| +34% | +$178K | 0.35% | 27 |
|
|
2020
Q2 | $493K | Buy |
3,381
+391
| +13% | +$57K | 0.27% | 32 |
|
|
2020
Q1 | $345K | Buy |
2,990
+2,392
| +400% | +$276K | 0.21% | 38 |
|
|
2019
Q4 | $99K | Buy |
+598
| New | +$99K | 0.06% | 89 |
|