MWM
MinichMacGregor Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-255
| Closed | -$46.8K | – | 621 |
|
|
2022
Q4 | $46.8K | Sell |
255
-25,816
| -99% | -$4.74M | 0.02% | 187 |
|
|
2022
Q3 | $4.46M | Buy |
26,071
+1,783
| +7% | +$305K | 1.78% | 19 |
|
|
2022
Q2 | $4.28M | Buy |
+24,288
| New | +$4.28M | 1.76% | 22 |
|
|
2018
Q4 | – | Sell |
-51
| Closed | -$8K | – | 498 |
|
|
2018
Q3 | $8K | Hold |
51
| – | – | 0.01% | 343 |
|
|
2018
Q2 | $7K | Buy |
+51
| New | +$7K | 0.01% | 352 |
|
|
2018
Q1 | – | Sell |
-546
| Closed | -$80K | – | 554 |
|
|
2017
Q4 | $80K | Buy |
+546
| New | +$80K | 0.06% | 81 |
|
|
2017
Q3 | – | Sell |
-247
| Closed | -$33K | – | 530 |
|
|
2017
Q2 | $33K | Buy |
247
+244
| +8,133% | +$32.6K | 0.03% | 131 |
|
|
2017
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 507 |
|