MWM
MorganRosel Wealth 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 | $1.22M | Buy |
5,146
+566
| +12% | +$134K | 0.33% | 47 |
|
|
2025
Q1 | $1.02M | Buy |
4,580
+910
| +25% | +$202K | 0.31% | 55 |
|
|
2024
Q4 | $882K | Buy |
3,670
+252
| +7% | +$60.6K | 0.29% | 60 |
|
|
2024
Q3 | $811K | Sell |
3,418
-2,582
| -43% | -$613K | 0.27% | 64 |
|
|
2024
Q2 | $1.31M | Sell |
6,000
-125
| -2% | -$27.3K | 0.46% | 37 |
|
|
2024
Q1 | $1.4M | Buy |
6,125
+2,295
| +60% | +$525K | 0.5% | 35 |
|
|
2023
Q4 | $817K | Buy |
3,830
+647
| +20% | +$138K | 0.32% | 57 |
|
|
2023
Q3 | $602K | Buy |
3,183
+60
| +2% | +$11.3K | 0.25% | 65 |
|
|
2023
Q2 | $621K | Sell |
3,123
-137
| -4% | -$27.2K | 0.25% | 68 |
|
|
2023
Q1 | $618K | Buy |
3,260
+1,222
| +60% | +$232K | 0.26% | 67 |
|
|
2022
Q4 | $374K | Buy |
2,038
+291
| +17% | +$53.4K | 0.17% | 77 |
|
|
2022
Q3 | $299K | Buy |
+1,747
| New | +$299K | 0.15% | 81 |
|
|
2022
Q2 | – | Sell |
-1,500
| Closed | -$319K | – | 97 |
|
|
2022
Q1 | $319K | Buy |
+1,500
| New | +$319K | 0.15% | 75 |
|