MBFW
Morton Brown Family Wealth’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
8,242
-29
| -0.4% | -$6.87K | 0.59% | 19 |
|
|
2025
Q1 | $1.83M | Sell |
8,271
-53
| -0.6% | -$11.8K | 0.62% | 20 |
|
|
2024
Q4 | $2M | Sell |
8,324
-109
| -1% | -$26.2K | 0.7% | 20 |
|
|
2024
Q3 | $2M | Sell |
8,433
-14
| -0.2% | -$3.32K | 0.71% | 20 |
|
|
2024
Q2 | $1.93M | Sell |
8,447
-172
| -2% | -$39.2K | 0.76% | 20 |
|
|
2024
Q1 | $1.97M | Sell |
8,619
-192
| -2% | -$43.9K | 0.81% | 18 |
|
|
2023
Q4 | $1.88M | Sell |
8,811
-178
| -2% | -$38K | 0.82% | 22 |
|
|
2023
Q3 | $1.7M | Sell |
8,989
-359
| -4% | -$67.9K | 0.87% | 21 |
|
|
2023
Q2 | $1.86M | Sell |
9,348
-587
| -6% | -$117K | 0.99% | 20 |
|
|
2023
Q1 | $1.88M | Sell |
9,935
-951
| -9% | -$180K | 1.12% | 19 |
|
|
2022
Q4 | $2M | Sell |
10,886
-189
| -2% | -$34.7K | 1.36% | 17 |
|
|
2022
Q3 | $1.89M | Sell |
11,075
-129
| -1% | -$22K | 1.51% | 15 |
|
|
2022
Q2 | $1.97M | Sell |
11,204
-272
| -2% | -$47.9K | 1.53% | 14 |
|
|
2022
Q1 | $2.44M | Sell |
11,476
-27
| -0.2% | -$5.74K | 1.84% | 13 |
|
|
2021
Q4 | $2.6M | Buy |
+11,503
| New | +$2.6M | 1.99% | 12 |
|