MAG
Mokosak Advisory Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Buy |
17,334
+122
| +0.7% | +$28.9K | 1.16% | 12 |
|
|
2025
Q1 | $3.82M | Buy |
17,212
+193
| +1% | +$42.8K | 1.18% | 12 |
|
|
2024
Q4 | $4.09M | Sell |
17,019
-253
| -1% | -$60.8K | 1.23% | 11 |
|
|
2024
Q3 | $4.1M | Sell |
17,272
-608
| -3% | -$144K | 1.23% | 12 |
|
|
2024
Q2 | $3.9M | Sell |
17,880
-16
| -0.1% | -$3.49K | 1.29% | 13 |
|
|
2024
Q1 | $4.09M | Buy |
17,896
+39
| +0.2% | +$8.92K | 1.35% | 11 |
|
|
2023
Q4 | $3.81M | Buy |
17,857
+271
| +2% | +$57.8K | 1.37% | 11 |
|
|
2023
Q3 | $3.33M | Buy |
17,586
+303
| +2% | +$57.3K | 1.35% | 11 |
|
|
2023
Q2 | $3.44M | Buy |
17,283
+113
| +0.7% | +$22.5K | 1.36% | 13 |
|
|
2023
Q1 | $3.25M | Buy |
17,170
+589
| +4% | +$112K | 1.39% | 12 |
|
|
2022
Q4 | $3.05M | Sell |
16,581
-722
| -4% | -$133K | 1.36% | 12 |
|
|
2022
Q3 | $2.96M | Buy |
17,303
+2,860
| +20% | +$490K | 1.46% | 12 |
|
|
2022
Q2 | $2.54M | Buy |
14,443
+760
| +6% | +$134K | 1.21% | 11 |
|
|
2022
Q1 | $2.91M | Buy |
13,683
+380
| +3% | +$80.8K | 1.18% | 11 |
|
|
2021
Q4 | $3M | Buy |
13,303
+49
| +0.4% | +$11.1K | 1.15% | 12 |
|
|
2021
Q3 | $2.9M | Sell |
13,254
-270
| -2% | -$59.2K | 1.2% | 11 |
|
|
2021
Q2 | $3.05M | Buy |
13,524
+399
| +3% | +$90K | 1.28% | 11 |
|
|
2021
Q1 | $2.81M | Sell |
13,125
-1,504
| -10% | -$322K | 1.26% | 11 |
|
|
2020
Q4 | $2.85M | Buy |
14,629
+581
| +4% | +$113K | 1.36% | 11 |
|
|
2020
Q3 | $2.16M | Sell |
14,048
-167
| -1% | -$25.7K | 1.24% | 13 |
|
|
2020
Q2 | $2.07M | Sell |
14,215
-395
| -3% | -$57.6K | 1.27% | 12 |
|
|
2020
Q1 | $1.68M | Buy |
+14,610
| New | +$1.68M | 1.26% | 13 |
|