MFT
Moisand Fitzgerald Tamayo’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Sell |
9,778
-360
| -4% | -$85.3K | 0.29% | 34 |
|
|
2025
Q1 | $2.25M | Sell |
10,138
-104
| -1% | -$23.1K | 0.31% | 32 |
|
|
2024
Q4 | $2.46M | Sell |
10,242
-237
| -2% | -$56.9K | 0.35% | 30 |
|
|
2024
Q3 | $2.49M | Sell |
10,479
-137
| -1% | -$32.5K | 0.34% | 32 |
|
|
2024
Q2 | $2.31M | Sell |
10,616
-148
| -1% | -$32.3K | 0.35% | 32 |
|
|
2024
Q1 | $2.46M | Sell |
10,764
-389
| -3% | -$88.9K | 0.38% | 29 |
|
|
2023
Q4 | $2.38M | Sell |
11,153
-645
| -5% | -$138K | 0.41% | 32 |
|
|
2023
Q3 | $2.23M | Sell |
11,798
-184
| -2% | -$34.8K | 0.47% | 31 |
|
|
2023
Q2 | $2.38M | Sell |
11,982
-229
| -2% | -$45.5K | 0.49% | 31 |
|
|
2023
Q1 | $2.31M | Sell |
12,211
-217
| -2% | -$41.1K | 0.49% | 32 |
|
|
2022
Q4 | $2.28M | Sell |
12,428
-286
| -2% | -$52.5K | 0.52% | 33 |
|
|
2022
Q3 | $2.17M | Sell |
12,714
-587
| -4% | -$100K | 0.6% | 31 |
|
|
2022
Q2 | $2.34M | Buy |
13,301
+6,278
| +89% | +$1.11M | 0.63% | 32 |
|
|
2022
Q1 | $1.49M | Sell |
7,023
-6,363
| -48% | -$1.35M | 0.68% | 29 |
|
|
2021
Q4 | $3.03M | Sell |
13,386
-654
| -5% | -$148K | 0.85% | 27 |
|
|
2021
Q3 | $3.07M | Sell |
14,040
-120
| -0.8% | -$26.2K | 1.03% | 28 |
|
|
2021
Q2 | $3.19M | Buy |
14,160
+137
| +1% | +$30.9K | 1.16% | 24 |
|
|
2021
Q1 | $3M | Sell |
14,023
-208
| -1% | -$44.5K | 1.3% | 22 |
|
|
2020
Q4 | $2.77M | Sell |
14,231
-772
| -5% | -$150K | 1.25% | 22 |
|
|
2020
Q3 | $2.31M | Buy |
15,003
+138
| +0.9% | +$21.2K | 1.19% | 21 |
|
|
2020
Q2 | $2.17M | Buy |
14,865
+2,259
| +18% | +$329K | 1.19% | 21 |
|
|
2020
Q1 | $1.46M | Buy |
12,606
+4,672
| +59% | +$539K | 0.95% | 23 |
|
|
2019
Q4 | $1.31M | Sell |
7,934
-144
| -2% | -$23.8K | 0.68% | 27 |
|
|
2019
Q3 | $1.24M | Sell |
8,078
-125
| -2% | -$19.2K | 0.67% | 27 |
|
|
2019
Q2 | $1.29M | Sell |
8,203
-70
| -0.8% | -$11K | 0.7% | 27 |
|
|
2019
Q1 | $1.26M | Sell |
8,273
-370
| -4% | -$56.5K | 0.7% | 27 |
|
|
2018
Q4 | $1.14M | Buy |
8,643
+216
| +3% | +$28.5K | 0.71% | 26 |
|
|
2018
Q3 | $1.37M | Sell |
8,427
-354
| -4% | -$57.6K | 0.76% | 25 |
|
|
2018
Q2 | $1.37M | Sell |
8,781
-407
| -4% | -$63.4K | 0.79% | 24 |
|
|
2018
Q1 | $1.35M | Sell |
9,188
-7,604
| -45% | -$1.12M | 0.8% | 24 |
|
|
2017
Q4 | $2.48M | Sell |
16,792
-312
| -2% | -$46.1K | 1.44% | 20 |
|
|
2017
Q3 | $2.42M | Buy |
17,104
+282
| +2% | +$39.9K | 1.47% | 19 |
|
|
2017
Q2 | $2.28M | Sell |
16,822
-62
| -0.4% | -$8.4K | 1.55% | 20 |
|
|
2017
Q1 | $2.25M | Sell |
16,884
-1,142
| -6% | -$152K | 1.59% | 19 |
|
|
2016
Q4 | $2.33M | Buy |
18,026
+294
| +2% | +$37.9K | 1.73% | 19 |
|
|
2016
Q3 | $2.17M | Sell |
17,732
-41
| -0.2% | -$5.01K | 1.64% | 20 |
|
|
2016
Q2 | $2.06M | Buy |
17,773
+615
| +4% | +$71.1K | 1.68% | 20 |
|
|
2016
Q1 | $1.91M | Buy |
17,158
+30
| +0.2% | +$3.35K | 1.55% | 20 |
|
|
2015
Q4 | $1.9M | Buy |
+17,128
| New | +$1.9M | 1.63% | 18 |
|