MCP
Mirador Capital Partners’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 |
-1,151
| Closed | -$211K | – | 208 |
|
|
2022
Q4 | $211K | Buy |
+1,151
| New | +$211K | 0.05% | 180 |
|
|
2022
Q2 | – | Sell |
-1,315
| Closed | -$280K | – | 202 |
|
|
2022
Q1 | $280K | Sell |
1,315
-694
| -35% | -$148K | 0.06% | 181 |
|
|
2021
Q4 | $454K | Sell |
2,009
-103
| -5% | -$23.3K | 0.1% | 153 |
|
|
2021
Q3 | $462K | Sell |
2,112
-47
| -2% | -$10.3K | 0.1% | 142 |
|
|
2021
Q2 | $486K | Sell |
2,159
-354
| -14% | -$79.7K | 0.11% | 139 |
|
|
2021
Q1 | $538K | Buy |
2,513
+133
| +6% | +$28.5K | 0.14% | 115 |
|
|
2020
Q4 | $463K | Buy |
+2,380
| New | +$463K | 0.13% | 121 |
|
|
2020
Q1 | – | Sell |
-4,688
| Closed | -$776K | – | 170 |
|
|
2019
Q4 | $776K | Buy |
4,688
+1,126
| +32% | +$186K | 0.31% | 79 |
|
|
2019
Q3 | $548K | Sell |
3,562
-371
| -9% | -$57.1K | 0.24% | 93 |
|
|
2019
Q2 | $616K | Sell |
3,933
-3,244
| -45% | -$508K | 0.3% | 75 |
|
|
2019
Q1 | $1.1M | Buy |
7,177
+512
| +8% | +$78.3K | 0.6% | 56 |
|
|
2018
Q4 | $880K | Sell |
6,665
-165
| -2% | -$21.8K | 0.54% | 57 |
|
|
2018
Q3 | $1.11M | Buy |
6,830
+157
| +2% | +$25.5K | 0.54% | 62 |
|
|
2018
Q2 | $1.04M | Sell |
6,673
-109
| -2% | -$17K | 0.57% | 57 |
|
|
2018
Q1 | $1M | Buy |
6,782
+406
| +6% | +$59.9K | 0.7% | 45 |
|
|
2017
Q4 | $942K | Buy |
6,376
+735
| +13% | +$109K | 0.52% | 66 |
|
|
2017
Q3 | $805K | Buy |
5,641
+20
| +0.4% | +$2.85K | 0.47% | 66 |
|
|
2017
Q2 | $766K | Buy |
+5,621
| New | +$766K | 0.47% | 70 |
|