MA
Mutual 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 | $8.43M | Buy |
34,151
+6,224
| +22% | +$1.54M | 0.21% | 97 |
|
|
2025
Q1 | $6M | Sell |
27,927
-2,512
| -8% | -$540K | 0.17% | 120 |
|
|
2024
Q4 | $7.53M | Buy |
30,439
+7,656
| +34% | +$1.89M | 0.22% | 88 |
|
|
2024
Q3 | $5.41M | Sell |
22,783
-4,720
| -17% | -$1.12M | 0.16% | 129 |
|
|
2024
Q2 | $6.36M | Buy |
27,503
+3,046
| +12% | +$705K | 0.19% | 107 |
|
|
2024
Q1 | $5.59M | Sell |
24,457
-5,651
| -19% | -$1.29M | 0.18% | 112 |
|
|
2023
Q4 | $6.42M | Sell |
30,108
-5,166
| -15% | -$1.1M | 0.22% | 94 |
|
|
2023
Q3 | $6.67M | Buy |
35,274
+12,007
| +52% | +$2.27M | 0.26% | 71 |
|
|
2023
Q2 | $4.63M | Sell |
23,267
-8,274
| -26% | -$1.65M | 0.18% | 113 |
|
|
2023
Q1 | $5.98M | Buy |
31,541
+4,198
| +15% | +$796K | 0.25% | 84 |
|
|
2022
Q4 | $5.02M | Sell |
27,343
-2,950
| -10% | -$541K | 0.22% | 95 |
|
|
2022
Q3 | $5.18M | Buy |
30,293
+9,822
| +48% | +$1.68M | 0.27% | 76 |
|
|
2022
Q2 | $3.61M | Buy |
20,471
+1,982
| +11% | +$349K | 0.24% | 94 |
|
|
2022
Q1 | $3.93M | Buy |
18,489
+5,237
| +40% | +$1.11M | 0.22% | 95 |
|
|
2021
Q4 | $3M | Buy |
13,252
+4,619
| +54% | +$1.04M | 0.16% | 151 |
|
|
2021
Q3 | $1.89M | Sell |
8,633
-7,467
| -46% | -$1.63M | 0.11% | 225 |
|
|
2021
Q2 | $3.63M | Sell |
16,100
-126
| -0.8% | -$28.4K | 0.22% | 114 |
|
|
2021
Q1 | $3.47M | Buy |
16,226
+10,488
| +183% | +$2.25M | 0.24% | 100 |
|
|
2020
Q4 | $1.12M | Hold |
5,738
| – | – | 0.08% | 280 |
|
|
2020
Q3 | $882K | Sell |
5,738
-60
| -1% | -$9.22K | 0.08% | 275 |
|
|
2020
Q2 | $845K | Buy |
5,798
+2,640
| +84% | +$385K | 0.08% | 252 |
|
|
2020
Q1 | $365K | Sell |
3,158
-2,231
| -41% | -$258K | 0.05% | 361 |
|
|
2019
Q4 | $893K | Sell |
5,389
-738
| -12% | -$122K | 0.1% | 249 |
|
|
2019
Q3 | $943K | Buy |
6,127
+12
| +0.2% | +$1.85K | 0.12% | 206 |
|
|
2019
Q2 | $958K | Buy |
6,115
+731
| +14% | +$115K | 0.12% | 213 |
|
|
2019
Q1 | $823K | Buy |
5,384
+321
| +6% | +$49.1K | 0.12% | 203 |
|
|
2018
Q4 | $668K | Sell |
5,063
-748
| -13% | -$98.7K | 0.13% | 189 |
|
|
2018
Q3 | $945K | Buy |
5,811
+768
| +15% | +$125K | 0.14% | 178 |
|
|
2018
Q2 | $785K | Buy |
5,043
+140
| +3% | +$21.8K | 0.18% | 176 |
|
|
2018
Q1 | $720K | Buy |
4,903
+500
| +11% | +$73.4K | 0.18% | 186 |
|
|
2017
Q4 | $651K | Buy |
+4,403
| New | +$651K | 0.25% | 120 |
|