MPW
MGO Private Wealth’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-912
| Closed | -$219K | – | 60 |
|
|
2024
Q4 | $219K | Sell |
912
-166
| -15% | -$39.9K | 0.16% | 56 |
|
|
2024
Q3 | $256K | Sell |
1,078
-3,376
| -76% | -$801K | 0.18% | 50 |
|
|
2024
Q2 | $971K | Sell |
4,454
-722
| -14% | -$157K | 0.61% | 30 |
|
|
2024
Q1 | $1.18M | Buy |
5,176
+141
| +3% | +$32.2K | 0.74% | 28 |
|
|
2023
Q4 | $1.07M | Buy |
5,035
+1,592
| +46% | +$340K | 0.74% | 29 |
|
|
2023
Q3 | $651K | Buy |
3,443
+224
| +7% | +$42.4K | 0.49% | 38 |
|
|
2023
Q2 | $640K | Sell |
3,219
-170
| -5% | -$33.8K | 0.48% | 39 |
|
|
2023
Q1 | $642K | Buy |
3,389
+308
| +10% | +$58.4K | 0.5% | 46 |
|
|
2022
Q4 | $565K | Buy |
3,081
+328
| +12% | +$60.2K | 0.26% | 72 |
|
|
2022
Q3 | $471K | Buy |
+2,753
| New | +$471K | 0.22% | 71 |
|