MAWCM
Mine & Arao Wealth Creation & Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-327
| Closed | -$51.8K | – | 344 |
|
|
2023
Q1 | $51.8K | Hold |
327
| – | – | 0.03% | 142 |
|
|
2022
Q4 | $51.9K | Hold |
327
| – | – | 0.04% | 135 |
|
|
2022
Q3 | $47K | Hold |
327
| – | – | 0.03% | 137 |
|
|
2022
Q2 | $49K | Buy |
327
+2
| +0.6% | +$300 | 0.03% | 139 |
|
|
2022
Q1 | $57K | Hold |
325
| – | – | 0.03% | 139 |
|
|
2021
Q4 | $58K | Hold |
325
| – | – | 0.03% | 143 |
|
|
2021
Q3 | $55K | Hold |
325
| – | – | 0.03% | 140 |
|
|
2021
Q2 | $56K | Hold |
325
| – | – | 0.03% | 143 |
|
|
2021
Q1 | $54K | Hold |
325
| – | – | 0.04% | 137 |
|
|
2020
Q4 | $46K | Hold |
325
| – | – | 0.03% | 134 |
|
|
2020
Q3 | $36K | Hold |
325
| – | – | 0.03% | 133 |
|
|
2020
Q2 | $35K | Hold |
325
| – | – | 0.03% | 131 |
|
|
2020
Q1 | $29K | Buy |
+325
| New | +$29K | 0.03% | 135 |
|