MWA
Midland Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Sell |
3,255
-75
| -2% | -$17.8K | 0.04% | 89 |
|
|
2025
Q1 | $738K | Sell |
3,330
-11
| -0.3% | -$2.44K | 0.04% | 97 |
|
|
2024
Q4 | $803K | Sell |
3,341
-487
| -13% | -$117K | 0.05% | 93 |
|
|
2024
Q3 | $908K | Hold |
3,828
| – | – | 0.05% | 97 |
|
|
2024
Q2 | $835K | Buy |
3,828
+337
| +10% | +$73.5K | 0.05% | 103 |
|
|
2024
Q1 | $798K | Buy |
3,491
+392
| +13% | +$89.6K | 0.05% | 105 |
|
|
2023
Q4 | $661K | Buy |
+3,099
| New | +$661K | 0.05% | 115 |
|