MLA
My Legacy 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 | $398K | Sell |
1,626
-2,047
| -56% | -$501K | 0.14% | 154 |
|
|
2025
Q1 | $814K | Buy |
3,673
+1,376
| +60% | +$305K | 0.31% | 92 |
|
|
2024
Q4 | $565K | Buy |
+2,297
| New | +$565K | 0.22% | 122 |
|
|
2022
Q3 | – | Sell |
-1,275
| Closed | -$228K | – | 208 |
|
|
2022
Q2 | $228K | Buy |
+1,275
| New | +$228K | 0.11% | 188 |
|