MSAM
Moloney Securities Asset 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 | $299K | Buy |
1,261
+69
| +6% | +$16.3K | 0.04% | 365 |
|
|
2025
Q1 | $264K | Buy |
1,192
+89
| +8% | +$19.7K | 0.04% | 383 |
|
|
2024
Q4 | $265K | Buy |
1,103
+63
| +6% | +$15.1K | 0.04% | 367 |
|
|
2024
Q3 | $247K | Buy |
+1,040
| New | +$247K | 0.03% | 400 |
|
|
2021
Q1 | – | Sell |
-6,105
| Closed | -$1.19M | – | 438 |
|
|
2020
Q4 | $1.19M | Buy |
+6,105
| New | +$1.19M | 0.26% | 101 |
|