MAWA
Moss Adams 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 | $762K | Sell |
3,205
-140
| -4% | -$33.3K | 0.07% | 100 |
|
|
2025
Q1 | $742K | Buy |
3,345
+142
| +4% | +$31.5K | 0.08% | 82 |
|
|
2024
Q4 | $770K | Buy |
+3,203
| New | +$770K | 0.08% | 73 |
|
|
2023
Q4 | – | Sell |
-223
| Closed | -$42.2K | – | 168 |
|
|
2023
Q3 | $42.2K | Hold |
223
| – | – | 0.01% | 123 |
|
|
2023
Q2 | $44.4K | Sell |
223
-251
| -53% | -$49.9K | 0.01% | 109 |
|
|
2023
Q1 | $89.8K | Buy |
474
+1
| +0.2% | +$190 | 0.03% | 100 |
|
|
2022
Q4 | $86.8K | Buy |
+473
| New | +$86.8K | 0.04% | 113 |
|