Morling Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
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|
2025
Q1 | $256K | Sell |
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|
2024
Q4 | $374K | Hold |
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|
2024
Q3 | $369K | Buy |
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|
2024
Q2 | $148K | Hold |
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|
2024
Q1 | $155K | Hold |
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|
2023
Q4 | $145K | Hold |
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|
2023
Q3 | $129K | Hold |
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|
2023
Q2 | $135K | Hold |
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|
2023
Q1 | $129K | Hold |
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|
2022
Q4 | $125K | Buy |
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|
2022
Q3 | $83K | Hold |
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|
2022
Q2 | $85K | Hold |
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|
2022
Q1 | $103K | Hold |
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|
2021
Q4 | $110K | Buy |
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