MCIA
Mountain Capital Investment 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 | $33.6M | Sell |
140,462
-27,940
| -17% | -$6.69M | 6.46% | 6 |
|
|
2025
Q1 | $36.3M | Buy |
168,402
+14,773
| +10% | +$3.18M | 7.78% | 5 |
|
|
2024
Q4 | $38.2M | Buy |
153,629
+56,365
| +58% | +$14M | 7.9% | 5 |
|
|
2024
Q3 | $24.6M | Sell |
97,264
-3,035
| -3% | -$768K | 5.4% | 6 |
|
|
2024
Q2 | $22.9M | Buy |
100,299
+11,089
| +12% | +$2.53M | 5.68% | 6 |
|
|
2024
Q1 | $20.1M | Buy |
89,210
+8,293
| +10% | +$1.87M | 5.63% | 6 |
|
|
2023
Q4 | $17M | Buy |
80,917
+406
| +0.5% | +$85.3K | 5.75% | 5 |
|
|
2023
Q3 | $14.8M | Buy |
80,511
+12,535
| +18% | +$2.3M | 5.54% | 5 |
|
|
2023
Q2 | $14M | Buy |
+67,976
| New | +$14M | 5.28% | 4 |
|
|
2017
Q4 | – | Sell |
-442
| Closed | -$62K | – | 408 |
|
|
2017
Q3 | $62K | Hold |
442
| – | – | 0.06% | 99 |
|
|
2017
Q2 | $60K | Buy |
+442
| New | +$60K | 0.06% | 114 |
|