MPCL
My Personal CFO LLC’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Sell |
2,897
-38
| -1% | -$9.01K | 0.31% | 50 |
|
|
2025
Q1 | $651K | Buy |
2,935
+246
| +9% | +$54.5K | 0.33% | 53 |
|
|
2024
Q4 | $646K | Buy |
2,689
+12
| +0.4% | +$2.88K | 0.33% | 53 |
|
|
2024
Q3 | $635K | Buy |
2,677
+6
| +0.2% | +$1.42K | 0.35% | 53 |
|
|
2024
Q2 | $582K | Buy |
2,671
+58
| +2% | +$12.6K | 0.31% | 58 |
|
|
2024
Q1 | $597K | Buy |
2,613
+4
| +0.2% | +$914 | 0.34% | 59 |
|
|
2023
Q4 | $557K | Buy |
2,609
+1,080
| +71% | +$230K | 0.36% | 56 |
|
|
2023
Q3 | $289K | Buy |
1,529
+3
| +0.2% | +$567 | 0.23% | 66 |
|
|
2023
Q2 | $304K | Buy |
1,526
+2
| +0.1% | +$398 | 0.24% | 63 |
|
|
2023
Q1 | $289K | Buy |
1,524
+25
| +2% | +$4.74K | 0.25% | 59 |
|
|
2022
Q4 | $275K | Buy |
1,499
+3
| +0.2% | +$551 | 0.25% | 56 |
|
|
2022
Q3 | $260K | Buy |
1,496
+3
| +0.2% | +$521 | 0.4% | 51 |
|
|
2022
Q2 | $263K | Buy |
1,493
+2
| +0.1% | +$352 | 0.34% | 49 |
|
|
2022
Q1 | $317K | Buy |
1,491
+2
| +0.1% | +$425 | 0.33% | 45 |
|
|
2021
Q4 | $337K | Buy |
+1,489
| New | +$337K | 0.29% | 47 |
|