MWA
Monograph Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Sell |
28,557
-626
| -2% | -$123K | 0.69% | 21 |
|
|
2025
Q1 | $5.44M | Hold |
29,183
| – | – | 0.74% | 19 |
|
|
2024
Q4 | $5.78M | Sell |
29,183
-2,523
| -8% | -$500K | 0.76% | 21 |
|
|
2024
Q3 | $6.37M | Buy |
31,706
+2,416
| +8% | +$485K | 0.83% | 19 |
|
|
2024
Q2 | $5.38M | Sell |
29,290
-2,416
| -8% | -$443K | 0.79% | 19 |
|
|
2024
Q1 | $6.08M | Buy |
31,706
+1,329
| +4% | +$255K | 0.89% | 17 |
|
|
2023
Q4 | $5.47M | Sell |
30,377
-31
| -0.1% | -$5.58K | 0.98% | 15 |
|
|
2023
Q3 | $4.85M | Buy |
30,408
+22
| +0.1% | +$3.51K | 0.96% | 13 |
|
|
2023
Q2 | $5.03M | Sell |
30,386
-70
| -0.2% | -$11.6K | 1.08% | 12 |
|
|
2023
Q1 | $4.84M | Buy |
30,456
+24
| +0.1% | +$3.81K | 1.13% | 12 |
|
|
2022
Q4 | $4.83M | Buy |
30,432
+28
| +0.1% | +$4.45K | 1.28% | 10 |
|
|
2022
Q3 | $4.36M | Hold |
30,404
| – | – | 1.43% | 10 |
|
|
2022
Q2 | $4.56M | Buy |
30,404
+1
| +0% | +$150 | 1.32% | 10 |
|
|
2022
Q1 | $5.35M | Buy |
30,403
+14
| +0% | +$2.46K | 1.35% | 9 |
|
|
2021
Q4 | $5.44M | Buy |
+30,389
| New | +$5.44M | 1.37% | 10 |
|