MFA
Morling Financial 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 | $211K | Sell |
889
-266
| -23% | -$63K | 0.07% | 67 |
|
|
2025
Q1 | $256K | Sell |
1,155
-400
| -26% | -$88.7K | 0.09% | 72 |
|
|
2024
Q4 | $374K | Hold |
1,555
| – | – | 0.13% | 53 |
|
|
2024
Q3 | $369K | Buy |
1,555
+875
| +129% | +$208K | 0.14% | 48 |
|
|
2024
Q2 | $148K | Hold |
680
| – | – | 0.06% | 64 |
|
|
2024
Q1 | $155K | Hold |
680
| – | – | 0.09% | 67 |
|
|
2023
Q4 | $145K | Hold |
680
| – | – | 0.12% | 56 |
|
|
2023
Q3 | $129K | Hold |
680
| – | – | 0.13% | 52 |
|
|
2023
Q2 | $135K | Hold |
680
| – | – | 0.13% | 53 |
|
|
2023
Q1 | $129K | Hold |
680
| – | – | 0.14% | 57 |
|
|
2022
Q4 | $125K | Buy |
680
+195
| +40% | +$35.8K | 0.16% | 57 |
|
|
2022
Q3 | $83K | Hold |
485
| – | – | 0.11% | 54 |
|
|
2022
Q2 | $85K | Hold |
485
| – | – | 0.11% | 57 |
|
|
2022
Q1 | $103K | Hold |
485
| – | – | 0.13% | 60 |
|
|
2021
Q4 | $110K | Buy |
+485
| New | +$110K | 0.11% | 55 |
|