MWP
Moller Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.1M | Buy |
135,343
+19,400
| +17% | +$4.6M | 7.08% | 4 |
|
|
2025
Q1 | $25.7M | Buy |
115,943
+9,152
| +9% | +$2.03M | 6.36% | 4 |
|
|
2024
Q4 | $25.7M | Sell |
106,791
-6,610
| -6% | -$1.59M | 6.75% | 4 |
|
|
2024
Q3 | $26.9M | Sell |
113,401
-1,811
| -2% | -$430K | 6.72% | 4 |
|
|
2024
Q2 | $25.1M | Buy |
115,212
+318
| +0.3% | +$69.3K | 6.7% | 4 |
|
|
2024
Q1 | $26.3M | Sell |
114,894
-482
| -0.4% | -$110K | 7.11% | 4 |
|
|
2023
Q4 | $24.6M | Buy |
115,376
+3,319
| +3% | +$708K | 6.94% | 4 |
|
|
2023
Q3 | $21.2M | Sell |
112,057
-338
| -0.3% | -$63.9K | 6.73% | 4 |
|
|
2023
Q2 | $22.4M | Buy |
112,395
+1,694
| +2% | +$337K | 6.83% | 4 |
|
|
2023
Q1 | $21M | Buy |
110,701
+2,175
| +2% | +$412K | 6.47% | 4 |
|
|
2022
Q4 | $19.9M | Buy |
108,526
+4,602
| +4% | +$845K | 6.4% | 4 |
|
|
2022
Q3 | $17.8M | Buy |
103,924
+660
| +0.6% | +$113K | 6.4% | 6 |
|
|
2022
Q2 | $18.2M | Buy |
103,264
+4,662
| +5% | +$821K | 6.17% | 5 |
|
|
2022
Q1 | $21M | Buy |
98,602
+3,747
| +4% | +$796K | 6.52% | 5 |
|
|
2021
Q4 | $21.4M | Sell |
94,855
-386
| -0.4% | -$87.2K | 6.84% | 5 |
|
|
2021
Q3 | $20.8M | Buy |
95,241
+1,212
| +1% | +$265K | 6.88% | 5 |
|
|
2021
Q2 | $21.2M | Buy |
94,029
+1,538
| +2% | +$346K | 6.96% | 5 |
|
|
2021
Q1 | $19.8M | Sell |
92,491
-62
| -0.1% | -$13.3K | 6.9% | 5 |
|
|
2020
Q4 | $18M | Sell |
92,553
-7,607
| -8% | -$1.48M | 7.45% | 3 |
|
|
2020
Q3 | $15.4M | Sell |
100,160
-8,976
| -8% | -$1.38M | 6.9% | 3 |
|
|
2020
Q2 | $15.9M | Sell |
109,136
-27,125
| -20% | -$3.95M | 6.95% | 3 |
|
|
2020
Q1 | $15.7M | Buy |
136,261
+17,152
| +14% | +$1.98M | 8.14% | 3 |
|
|
2019
Q4 | $19.7M | Buy |
119,109
+4,865
| +4% | +$806K | 8.73% | 3 |
|
|
2019
Q3 | $17.6M | Buy |
114,244
+10,770
| +10% | +$1.66M | 8.5% | 2 |
|
|
2019
Q2 | $16.2M | Buy |
103,474
+10,854
| +12% | +$1.7M | 8.31% | 3 |
|
|
2019
Q1 | $14.2M | Sell |
92,620
-255
| -0.3% | -$39K | 6.34% | 5 |
|
|
2018
Q4 | $13M | Sell |
92,875
-144,843
| -61% | -$20.3M | 8.49% | 4 |
|
|
2018
Q3 | $38.6M | Sell |
237,718
-11,286
| -5% | -$1.83M | 16.92% | 1 |
|
|
2018
Q2 | $38.8M | Buy |
249,004
+106,484
| +75% | +$16.6M | 15.05% | 1 |
|
|
2018
Q1 | $20.9M | Sell |
142,520
-113,639
| -44% | -$16.7M | 9.08% | 2 |
|
|
2017
Q4 | $37.9M | Buy |
256,159
+118,183
| +86% | +$17.5M | 14.41% | 1 |
|
|
2017
Q3 | $19.5M | Buy |
137,976
+891
| +0.6% | +$126K | 7.46% | 7 |
|
|
2017
Q2 | $18.6M | Sell |
137,085
-108,135
| -44% | -$14.7M | 7.82% | 6 |
|
|
2017
Q1 | $32.7M | Sell |
245,220
-1,671
| -0.7% | -$223K | 14.3% | 1 |
|
|
2016
Q4 | $31.8M | Sell |
246,891
-14,380
| -6% | -$1.85M | 15.72% | 1 |
|
|
2016
Q3 | $31.9M | Buy |
261,271
+117,735
| +82% | +$14.4M | 14.68% | 1 |
|
|
2016
Q2 | $16.6M | Buy |
143,536
+52,864
| +58% | +$6.12M | 8.13% | 3 |
|
|
2016
Q1 | $10.1M | Buy |
90,672
+562
| +0.6% | +$62.7K | 5.93% | 7 |
|
|
2015
Q4 | $9.97M | Buy |
90,110
+2,086
| +2% | +$231K | 5.5% | 7 |
|
|
2015
Q3 | $9.5M | Sell |
88,024
-176,695
| -67% | -$19.1M | 8.8% | 3 |
|
|
2015
Q2 | $32.2M | Buy |
264,719
+10,767
| +4% | +$1.31M | 14.6% | 1 |
|
|
2015
Q1 | $31.1M | Buy |
253,952
+1,317
| +0.5% | +$161K | 14.37% | 2 |
|
|
2014
Q4 | $29.5M | Buy |
252,635
+11,061
| +5% | +$1.29M | 14.58% | 2 |
|
|
2014
Q3 | $26.7M | Buy |
241,574
+117,578
| +95% | +$13M | 12.6% | 2 |
|
|
2014
Q2 | $14.5M | Sell |
123,996
-29,003
| -19% | -$3.4M | 6.6% | 7 |
|
|
2014
Q1 | $17.3M | Buy |
152,999
+12,397
| +9% | +$1.4M | 8.82% | 2 |
|
|
2013
Q4 | $15.5M | Buy |
140,602
+6,439
| +5% | +$708K | 8.3% | 2 |
|
|
2013
Q3 | $13.8M | Buy |
134,163
+5,222
| +4% | +$535K | 8.64% | 3 |
|
|
2013
Q2 | $12.1M | Buy |
+128,941
| New | +$12.1M | 8.82% | 4 |
|