MPW
MGO Private Wealth’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,098
| Closed | -$1.28M | – | 78 |
|
|
2024
Q2 | $1.28M | Sell |
5,098
-14
| -0.3% | -$3.5K | 0.8% | 29 |
|
|
2024
Q1 | $1.33M | Sell |
5,112
-20
| -0.4% | -$5.21K | 0.84% | 26 |
|
|
2023
Q4 | $1.24M | Buy |
5,132
+149
| +3% | +$36K | 0.85% | 26 |
|
|
2023
Q3 | $1.07M | Buy |
4,983
+640
| +15% | +$137K | 0.8% | 28 |
|
|
2023
Q2 | $998K | Buy |
4,343
+2,861
| +193% | +$657K | 0.75% | 29 |
|
|
2023
Q1 | $321K | Buy |
+1,482
| New | +$321K | 0.25% | 54 |
|