MI
Moneywise Inc’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
4,899
-8,165
| -63% | -$1.93M | 0.54% | 35 |
|
|
2025
Q1 | $2.9M | Buy |
13,064
+8,056
| +161% | +$1.79M | 1.53% | 18 |
|
|
2024
Q4 | $1.2M | Sell |
5,008
-201
| -4% | -$48.3K | 0.6% | 30 |
|
|
2024
Q3 | $1.24M | Sell |
5,209
-407
| -7% | -$96.5K | 0.61% | 35 |
|
|
2024
Q2 | $1.22M | Sell |
5,616
-111
| -2% | -$24.2K | 0.65% | 31 |
|
|
2024
Q1 | $1.31M | Sell |
5,727
-289
| -5% | -$66.1K | 0.71% | 29 |
|
|
2023
Q4 | $1.28M | Sell |
6,016
-329
| -5% | -$70.2K | 0.74% | 21 |
|
|
2023
Q3 | $1.2M | Sell |
6,345
-1,049
| -14% | -$198K | 0.75% | 22 |
|
|
2023
Q2 | $1.47M | Sell |
7,394
-203
| -3% | -$40.4K | 0.91% | 21 |
|
|
2023
Q1 | $1.44M | Buy |
7,597
+699
| +10% | +$133K | 0.93% | 21 |
|
|
2022
Q4 | $1.27M | Buy |
6,898
+91
| +1% | +$16.7K | 0.95% | 21 |
|
|
2022
Q3 | $1.16M | Buy |
6,807
+81
| +1% | +$13.8K | 0.95% | 20 |
|
|
2022
Q2 | $1.19M | Buy |
6,726
+62
| +0.9% | +$10.9K | 0.92% | 22 |
|
|
2022
Q1 | $1.42M | Sell |
6,664
-89
| -1% | -$18.9K | 0.93% | 21 |
|
|
2021
Q4 | $1.53M | Sell |
6,753
-961
| -12% | -$217K | 0.98% | 22 |
|
|
2021
Q3 | $1.69M | Buy |
7,714
+634
| +9% | +$139K | 1.1% | 21 |
|
|
2021
Q2 | $1.6M | Sell |
7,080
-791
| -10% | -$178K | 1.09% | 21 |
|
|
2021
Q1 | $1.69M | Sell |
7,871
-7
| -0.1% | -$1.5K | 1.14% | 19 |
|
|
2020
Q4 | $1.53M | Sell |
7,878
-218
| -3% | -$42.4K | 1.1% | 20 |
|
|
2020
Q3 | $1.25M | Sell |
8,096
-129
| -2% | -$19.8K | 0.99% | 23 |
|
|
2020
Q2 | $1.2M | Buy |
+8,225
| New | +$1.2M | 0.96% | 26 |
|