MWA
Moser Wealth 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 | $612K | Sell |
2,582
-34
| -1% | -$8.06K | 0.29% | 60 |
|
|
2025
Q1 | $580K | Sell |
2,616
-27
| -1% | -$5.99K | 0.3% | 58 |
|
|
2024
Q4 | $635K | Buy |
2,643
+29
| +1% | +$6.97K | 0.33% | 51 |
|
|
2024
Q3 | $620K | Hold |
2,614
| – | – | 0.32% | 53 |
|
|
2024
Q2 | $570K | Hold |
2,614
| – | – | 0.31% | 54 |
|
|
2024
Q1 | $598K | Hold |
2,614
| – | – | 0.33% | 53 |
|
|
2023
Q4 | $558K | Buy |
2,614
+287
| +12% | +$61.2K | 0.36% | 52 |
|
|
2023
Q3 | $440K | Buy |
2,327
+10
| +0.4% | +$1.89K | 0.31% | 55 |
|
|
2023
Q2 | $461K | Buy |
+2,317
| New | +$461K | 0.31% | 54 |
|
|
2022
Q4 | $424K | Hold |
2,311
| – | – | 0.32% | 54 |
|
|
2022
Q3 | $395K | Hold |
2,311
| – | – | 0.31% | 58 |
|
|
2022
Q2 | $407K | Buy |
2,311
+6
| +0.3% | +$1.06K | 0.3% | 56 |
|
|
2022
Q1 | $490K | Buy |
2,305
+105
| +5% | +$22.3K | 0.31% | 56 |
|
|
2021
Q4 | $497K | Hold |
2,200
| – | – | 0.3% | 55 |
|
|
2021
Q3 | $481K | Hold |
2,200
| – | – | 0.31% | 54 |
|
|
2021
Q2 | $496K | Hold |
2,200
| – | – | 0.32% | 53 |
|
|
2021
Q1 | $471K | Hold |
2,200
| – | – | 0.33% | 54 |
|
|
2020
Q4 | $428K | Sell |
2,200
-35
| -2% | -$6.81K | 0.32% | 52 |
|
|
2020
Q3 | $344K | Sell |
2,235
-250
| -10% | -$38.5K | 0.27% | 51 |
|
|
2020
Q2 | $362K | Hold |
2,485
| – | – | 0.35% | 44 |
|
|
2020
Q1 | $287K | Sell |
2,485
-400
| -14% | -$46.2K | 0.33% | 44 |
|
|
2019
Q4 | $478K | Buy |
+2,885
| New | +$478K | 0.46% | 43 |
|