MSWM
Mowery & Schoenfeld Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Hold |
844
| – | – | 0.25% | 52 |
|
|
2025
Q1 | $157K | Hold |
844
| – | – | 0.31% | 57 |
|
|
2024
Q4 | $167K | Hold |
844
| – | – | 0.33% | 52 |
|
|
2024
Q3 | $169K | Hold |
844
| – | – | 0.27% | 43 |
|
|
2024
Q2 | $154K | Hold |
844
| – | – | 0.22% | 45 |
|
|
2024
Q1 | $162K | Hold |
844
| – | – | 0.31% | 35 |
|
|
2023
Q4 | $152K | Buy |
+844
| New | +$152K | 0.31% | 43 |
|