MFC
Morris Financial Concepts’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4K | Buy |
65
+10
| +18% | +$2.37K | 0.01% | 172 |
|
|
2025
Q1 | $12.2K | Hold |
55
| – | – | 0.01% | 173 |
|
|
2024
Q4 | $13.2K | Sell |
55
-48
| -47% | -$11.5K | 0.01% | 159 |
|
|
2024
Q3 | $24.4K | Buy |
+103
| New | +$24.4K | 0.01% | 160 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 168 |
|
|
2024
Q1 | – | Sell |
-75
| Closed | -$15.9K | – | 173 |
|
|
2023
Q4 | $15.9K | Hold |
75
| – | – | 0.01% | 130 |
|
|
2023
Q3 | $14.1K | Hold |
75
| – | – | 0.01% | 121 |
|
|
2023
Q2 | $14.9K | Hold |
75
| – | – | 0.01% | 123 |
|
|
2023
Q1 | $14.2K | Hold |
75
| – | – | 0.01% | 121 |
|
|
2022
Q4 | $13.7K | Sell |
75
-19
| -20% | -$3.47K | 0.01% | 113 |
|
|
2022
Q3 | $16K | Buy |
94
+1
| +1% | +$170 | 0.02% | 89 |
|
|
2022
Q2 | $16K | Hold |
93
| – | – | 0.02% | 97 |
|
|
2022
Q1 | $20K | Buy |
93
+7
| +8% | +$1.51K | 0.02% | 92 |
|
|
2021
Q4 | $19K | Buy |
+86
| New | +$19K | 0.02% | 86 |
|