MWM
MY Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Sell |
17,019
-62
| -0.4% | -$14.7K | 3.86% | 12 |
|
|
2025
Q1 | $3.79M | Sell |
17,081
-97
| -0.6% | -$21.5K | 3.67% | 12 |
|
|
2024
Q4 | $4.13M | Sell |
17,178
-21
| -0.1% | -$5.05K | 4.12% | 11 |
|
|
2024
Q3 | $4.08M | Buy |
17,199
+267
| +2% | +$63.3K | 4.14% | 11 |
|
|
2024
Q2 | $3.69M | Buy |
16,932
+415
| +3% | +$90.5K | 4.2% | 11 |
|
|
2024
Q1 | $3.78M | Sell |
16,517
-2,599
| -14% | -$594K | 4.16% | 13 |
|
|
2023
Q4 | $4.08M | Buy |
19,116
+832
| +5% | +$177K | 3.84% | 10 |
|
|
2023
Q3 | $3.46M | Sell |
18,284
-191
| -1% | -$36.1K | 3.44% | 12 |
|
|
2023
Q2 | $3.67M | Buy |
18,475
+1,258
| +7% | +$250K | 3.35% | 13 |
|
|
2023
Q1 | $3.26M | Buy |
17,217
+69
| +0.4% | +$13.1K | 3.27% | 12 |
|
|
2022
Q4 | $3.15M | Sell |
17,148
-12,233
| -42% | -$2.25M | 4.79% | 8 |
|
|
2022
Q3 | $5.02M | Buy |
29,381
+747
| +3% | +$128K | 5.39% | 7 |
|
|
2022
Q2 | $5.04M | Sell |
28,634
-26
| -0.1% | -$4.58K | 5.45% | 8 |
|
|
2022
Q1 | $6.09M | Buy |
28,660
+13,949
| +95% | +$2.96M | 5.64% | 5 |
|
|
2021
Q4 | $3.33M | Buy |
+14,711
| New | +$3.33M | 2.92% | 15 |
|