MWA
MFA Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,178
| Closed | -$887K | – | 67 |
|
|
2022
Q1 | $887K | Sell |
4,178
-13
| -0.3% | -$2.76K | 0.28% | 43 |
|
|
2021
Q4 | $946K | Buy |
4,191
+45
| +1% | +$10.2K | 0.4% | 37 |
|
|
2021
Q3 | $908K | Sell |
4,146
-578
| -12% | -$127K | 0.42% | 36 |
|
|
2021
Q2 | $1.06M | Sell |
4,724
-22
| -0.5% | -$4.96K | 0.48% | 35 |
|
|
2021
Q1 | $992K | Buy |
+4,746
| New | +$992K | 0.48% | 36 |
|
|
2020
Q3 | – | Sell |
-49,788
| Closed | -$7.26M | – | 220 |
|
|
2020
Q2 | $7.26M | Sell |
49,788
-1,971
| -4% | -$287K | 4.69% | 5 |
|
|
2020
Q1 | $5.97M | Buy |
+51,759
| New | +$5.97M | 5.8% | 3 |
|