NFP
Narus Financial Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Sell |
12,951
-4,130
| -24% | -$979K | 0.96% | 14 |
|
|
2025
Q1 | $3.79M | Buy |
17,081
+250
| +1% | +$55.4K | 1.29% | 10 |
|
|
2024
Q4 | $4.04M | Buy |
16,831
+1,678
| +11% | +$403K | 1.37% | 10 |
|
|
2024
Q3 | $3.59M | Buy |
15,153
+1,104
| +8% | +$262K | 1.29% | 10 |
|
|
2024
Q2 | $3.06M | Buy |
14,049
+197
| +1% | +$43K | 1.23% | 13 |
|
|
2024
Q1 | $3.17M | Buy |
13,852
+684
| +5% | +$156K | 1.35% | 10 |
|
|
2023
Q4 | $2.81M | Buy |
13,168
+2,255
| +21% | +$481K | 1.35% | 12 |
|
|
2023
Q3 | $2.06M | Sell |
10,913
-31
| -0.3% | -$5.86K | 1.06% | 18 |
|
|
2023
Q2 | $2.18M | Buy |
10,944
+120
| +1% | +$23.9K | 1.12% | 18 |
|
|
2023
Q1 | $2.05M | Sell |
10,824
-488
| -4% | -$92.5K | 1.11% | 19 |
|
|
2022
Q4 | $2.08M | Sell |
11,312
-2,812
| -20% | -$516K | 1.2% | 16 |
|
|
2022
Q3 | $2.41M | Sell |
14,124
-1,639
| -10% | -$280K | 1.53% | 10 |
|
|
2022
Q2 | $2.78M | Sell |
15,763
-4,552
| -22% | -$802K | 1.77% | 8 |
|
|
2022
Q1 | $4.32M | Buy |
+20,315
| New | +$4.32M | 2.42% | 3 |
|
|
2021
Q1 | $3.96M | Buy |
+18,504
| New | +$3.96M | 2.36% | 3 |
|
|
2019
Q4 | $1.77M | Buy |
10,705
+1,221
| +13% | +$202K | 1.24% | 8 |
|
|
2019
Q3 | $1.46M | Sell |
9,484
-1
| -0% | -$154 | 1.07% | 9 |
|
|
2019
Q2 | $1.49M | Buy |
+9,485
| New | +$1.49M | 1.15% | 8 |
|
|
2017
Q3 | $1.38M | Buy |
9,792
+1,647
| +20% | +$233K | 1.22% | 7 |
|
|
2017
Q2 | $1.1M | Buy |
8,145
+491
| +6% | +$66.6K | 1.02% | 11 |
|
|
2017
Q1 | $1.02M | Sell |
7,654
-96
| -1% | -$12.8K | 0.99% | 14 |
|
|
2016
Q4 | $999K | Buy |
+7,750
| New | +$999K | 1.05% | 13 |
|