MWM
Modern 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 | $3.83M | Sell |
16,176
-802
| -5% | -$190K | 0.1% | 187 |
|
|
2025
Q1 | $3.76M | Buy |
16,978
+11,361
| +202% | +$2.52M | 0.12% | 148 |
|
|
2024
Q4 | $1.35M | Buy |
5,617
+4,192
| +294% | +$1.01M | 0.05% | 226 |
|
|
2024
Q3 | $338K | Buy |
1,425
+372
| +35% | +$88.2K | 0.02% | 321 |
|
|
2024
Q2 | $230K | Buy |
+1,053
| New | +$230K | 0.02% | 363 |
|