MWM
Mittelman Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.36M | Buy |
22,613
+6,970
| +45% | +$1.65M | 4.52% | 8 |
|
|
2025
Q1 | $3.47M | Buy |
15,643
+3,337
| +27% | +$740K | 3.13% | 8 |
|
|
2024
Q4 | $2.96M | Sell |
12,306
-4,148
| -25% | -$997K | 2.75% | 8 |
|
|
2024
Q3 | $3.9M | Buy |
16,454
+14,097
| +598% | +$3.34M | 2.22% | 9 |
|
|
2024
Q2 | $514K | Sell |
2,357
-144
| -6% | -$31.4K | 0.33% | 49 |
|
|
2024
Q1 | $572K | Buy |
+2,501
| New | +$572K | 0.39% | 44 |
|