MWM
Minot Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $211K | Sell |
1,199
-2
| -0.2% | -$352 | 0.05% | 170 |
|
|
2022
Q1 | $255K | Hold |
1,201
| – | – | 0.05% | 169 |
|
|
2021
Q4 | $271K | Sell |
1,201
-85
| -7% | -$19.2K | 0.05% | 165 |
|
|
2021
Q3 | $281K | Sell |
1,286
-7
| -0.5% | -$1.53K | 0.06% | 163 |
|
|
2021
Q2 | $286K | Buy |
1,293
+58
| +5% | +$12.8K | 0.06% | 163 |
|
|
2021
Q1 | $264K | Hold |
1,235
| – | – | 0.07% | 147 |
|
|
2020
Q4 | $240K | Buy |
+1,235
| New | +$240K | 0.07% | 138 |
|
|
2020
Q1 | – | Sell |
-2,905
| Closed | -$489K | – | 129 |
|
|
2019
Q4 | $489K | Buy |
+2,905
| New | +$489K | 0.22% | 87 |
|