MWA
Monograph Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
+1,347
| New | +$320K | 0.04% | 101 |
|
|
2025
Q1 | – | Sell |
-1,278
| Closed | -$307K | – | 124 |
|
|
2024
Q4 | $307K | Hold |
1,278
| – | – | 0.04% | 91 |
|
|
2024
Q3 | $304K | Buy |
1,278
+42
| +3% | +$9.99K | 0.04% | 92 |
|
|
2024
Q2 | $270K | Hold |
1,236
| – | – | 0.04% | 89 |
|
|
2024
Q1 | $282K | Sell |
1,236
-450
| -27% | -$103K | 0.04% | 131 |
|
|
2023
Q4 | $360K | Hold |
1,686
| – | – | 0.06% | 75 |
|
|
2023
Q3 | $319K | Buy |
+1,686
| New | +$319K | 0.06% | 91 |
|