MG
MilWealth Group’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $40.2M | Buy |
169,746
+4,090
| +2% | +$969K | 10.36% | 2 |
|
2025
Q1 | $36.7M | Buy |
165,656
+411
| +0.2% | +$91.1K | 10.12% | 2 |
|
2024
Q4 | $39.7M | Sell |
165,245
-2,364
| -1% | -$568K | 10.84% | 2 |
|
2024
Q3 | $39.8M | Buy |
167,609
+2,094
| +1% | +$497K | 11.66% | 2 |
|
2024
Q2 | $36.1M | Buy |
165,515
+978
| +0.6% | +$213K | 11.39% | 2 |
|
2024
Q1 | $37.6M | Sell |
164,537
-1,089
| -0.7% | -$249K | 11.99% | 2 |
|
2023
Q4 | $35.3M | Buy |
165,626
+3,288
| +2% | +$701K | 11.7% | 2 |
|
2023
Q3 | $30.7M | Buy |
162,338
+3,731
| +2% | +$705K | 12.09% | 2 |
|
2023
Q2 | $31.5M | Buy |
158,607
+912
| +0.6% | +$181K | 12.2% | 2 |
|
2023
Q1 | $29.9M | Sell |
157,695
-2,283
| -1% | -$433K | 11.85% | 2 |
|
2022
Q4 | $29.4M | Buy |
159,978
+19
| +0% | +$3.49K | 12.04% | 2 |
|
2022
Q3 | $27.3M | Buy |
159,959
+8,632
| +6% | +$1.48M | 11.91% | 4 |
|
2022
Q2 | $26.7M | Sell |
151,327
-2,255
| -1% | -$397K | 11.46% | 3 |
|
2022
Q1 | $32.6M | Buy |
153,582
+4,010
| +3% | +$852K | 12.48% | 2 |
|
2021
Q4 | $33.8M | Sell |
149,572
-1,792
| -1% | -$405K | 12.53% | 2 |
|
2021
Q3 | $33.1M | Buy |
151,364
+14,920
| +11% | +$3.26M | 12.73% | 2 |
|
2021
Q2 | $30.7M | Buy |
136,444
+1,247
| +0.9% | +$281K | 13.37% | 2 |
|
2021
Q1 | $28.9M | Sell |
135,197
-15,333
| -10% | -$3.28M | 13.91% | 2 |
|
2020
Q4 | $29.3M | Sell |
150,530
-7,414
| -5% | -$1.44M | 14.52% | 2 |
|
2020
Q3 | $24.3M | Sell |
157,944
-5,772
| -4% | -$888K | 13.43% | 2 |
|
2020
Q2 | $23.9M | Buy |
163,716
+11,867
| +8% | +$1.73M | 14.15% | 2 |
|
2020
Q1 | $17.5M | Buy |
151,849
+24,636
| +19% | +$2.84M | 13.59% | 3 |
|
2019
Q4 | $21.1M | Buy |
127,213
+6,714
| +6% | +$1.11M | 16.44% | 2 |
|
2019
Q3 | $18.5M | Buy |
120,499
+280
| +0.2% | +$43.1K | 15.57% | 2 |
|
2019
Q2 | $18.8M | Buy |
120,219
+1,885
| +2% | +$295K | 16% | 2 |
|
2019
Q1 | $18.1M | Buy |
118,334
+23
| +0% | +$3.51K | 16.23% | 2 |
|
2018
Q4 | $15.6M | Buy |
+118,311
| New | +$15.6M | 15.14% | 3 |
|