MFT
Moisand Fitzgerald Tamayo’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
5,242
-21
| -0.4% | -$4.1K | 0.13% | 48 |
|
|
2025
Q1 | $980K | Sell |
5,263
-70
| -1% | -$13K | 0.14% | 49 |
|
|
2024
Q4 | $1.06M | Sell |
5,333
-96
| -2% | -$19K | 0.15% | 47 |
|
|
2024
Q3 | $1.09M | Sell |
5,429
-104
| -2% | -$20.9K | 0.15% | 49 |
|
|
2024
Q2 | $1.01M | Sell |
5,533
-11
| -0.2% | -$2.01K | 0.15% | 47 |
|
|
2024
Q1 | $1.06M | Sell |
5,544
-22
| -0.4% | -$4.22K | 0.16% | 48 |
|
|
2023
Q4 | $1M | Sell |
5,566
-22
| -0.4% | -$3.96K | 0.17% | 49 |
|
|
2023
Q3 | $891K | Buy |
5,588
+11
| +0.2% | +$1.75K | 0.19% | 47 |
|
|
2023
Q2 | $922K | Sell |
5,577
-560
| -9% | -$92.6K | 0.19% | 49 |
|
|
2023
Q1 | $974K | Sell |
6,137
-110
| -2% | -$17.5K | 0.21% | 45 |
|
|
2022
Q4 | $992K | Buy |
6,247
+4
| +0.1% | +$635 | 0.23% | 46 |
|
|
2022
Q3 | $895K | Sell |
6,243
-25
| -0.4% | -$3.58K | 0.25% | 47 |
|
|
2022
Q2 | $939K | Buy |
6,268
+827
| +15% | +$124K | 0.25% | 46 |
|
|
2022
Q1 | $957K | Sell |
5,441
-1,916
| -26% | -$337K | 0.44% | 36 |
|
|
2021
Q4 | $1.32M | Sell |
7,357
-474
| -6% | -$84.8K | 0.37% | 41 |
|
|
2021
Q3 | $1.33M | Sell |
7,831
-81
| -1% | -$13.7K | 0.45% | 40 |
|
|
2021
Q2 | $1.37M | Sell |
7,912
-328
| -4% | -$57K | 0.5% | 34 |
|
|
2021
Q1 | $1.37M | Sell |
8,240
-164
| -2% | -$27.2K | 0.59% | 32 |
|
|
2020
Q4 | $1.2M | Sell |
8,404
-282
| -3% | -$40.1K | 0.54% | 32 |
|
|
2020
Q3 | $961K | Sell |
8,686
-235
| -3% | -$26K | 0.5% | 35 |
|
|
2020
Q2 | $954K | Buy |
8,921
+1,497
| +20% | +$160K | 0.53% | 35 |
|
|
2020
Q1 | $659K | Sell |
7,424
-209
| -3% | -$18.6K | 0.43% | 35 |
|
|
2019
Q4 | $1.05M | Buy |
7,633
+349
| +5% | +$47.8K | 0.54% | 32 |
|
|
2019
Q3 | $939K | Sell |
7,284
-153
| -2% | -$19.7K | 0.51% | 32 |
|
|
2019
Q2 | $971K | Buy |
7,437
+3
| +0% | +$392 | 0.53% | 32 |
|
|
2019
Q1 | $957K | Sell |
7,434
-657
| -8% | -$84.6K | 0.53% | 32 |
|
|
2018
Q4 | $923K | Buy |
8,091
+776
| +11% | +$88.5K | 0.58% | 30 |
|
|
2018
Q3 | $1.02M | Sell |
7,315
-39
| -0.5% | -$5.43K | 0.57% | 29 |
|
|
2018
Q2 | $999K | Sell |
7,354
-108
| -1% | -$14.7K | 0.58% | 29 |
|
|
2018
Q1 | $966K | Sell |
7,462
-9,439
| -56% | -$1.22M | 0.57% | 30 |
|
|
2017
Q4 | $2.24M | Buy |
16,901
+146
| +0.9% | +$19.4K | 1.3% | 21 |
|
|
2017
Q3 | $2.14M | Buy |
16,755
+387
| +2% | +$49.5K | 1.3% | 21 |
|
|
2017
Q2 | $2.01M | Buy |
16,368
+458
| +3% | +$56.3K | 1.37% | 21 |
|
|
2017
Q1 | $1.96M | Sell |
15,910
-630
| -4% | -$77.4K | 1.38% | 21 |
|
|
2016
Q4 | $2M | Buy |
16,540
+243
| +1% | +$29.4K | 1.48% | 21 |
|
|
2016
Q3 | $1.8M | Sell |
16,297
-4
| -0% | -$443 | 1.37% | 21 |
|
|
2016
Q2 | $1.72M | Buy |
16,301
+311
| +2% | +$32.8K | 1.4% | 22 |
|
|
2016
Q1 | $1.63M | Sell |
15,990
-2,644
| -14% | -$269K | 1.32% | 22 |
|
|
2015
Q4 | $1.84M | Buy |
+18,634
| New | +$1.84M | 1.58% | 20 |
|