MWA
Mills Wealth Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.1M | Buy |
387,849
+71,442
| +23% | +$5.54M | 13.8% | 2 |
|
|
2025
Q1 | $24.5M | Buy |
316,407
+26,253
| +9% | +$2.03M | 13.01% | 2 |
|
|
2024
Q4 | $22M | Buy |
290,154
+162,752
| +128% | +$12.3M | 12.52% | 2 |
|
|
2024
Q3 | $10.1M | Sell |
127,402
-42,167
| -25% | -$3.34M | 6.95% | 4 |
|
|
2024
Q2 | $12.9M | Buy |
169,569
+102,563
| +153% | +$7.8M | 9.21% | 4 |
|
|
2024
Q1 | $5.13M | Buy |
67,006
+61,089
| +1,032% | +$4.67M | 3.76% | 8 |
|
|
2023
Q4 | $458K | Buy |
+5,917
| New | +$458K | 0.35% | 31 |
|