MGWA
Monument Group 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 | $3.04M | Buy |
12,847
+483
| +4% | +$114K | 1.92% | 7 |
|
|
2025
Q1 | $2.74M | Buy |
12,364
+944
| +8% | +$209K | 1.9% | 7 |
|
|
2024
Q4 | $2.74M | Sell |
11,420
-324
| -3% | -$77.9K | 1.94% | 6 |
|
|
2024
Q3 | $2.79M | Hold |
11,744
| – | – | 1.67% | 7 |
|
|
2024
Q2 | $2.56M | Sell |
11,744
-102
| -0.9% | -$22.2K | 1.72% | 7 |
|
|
2024
Q1 | $2.71M | Sell |
11,846
-1,332
| -10% | -$304K | 2.01% | 7 |
|
|
2023
Q4 | $2.81M | Buy |
+13,178
| New | +$2.81M | 2.4% | 7 |
|