NWM
NEIRG Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,779
| Closed | -$3.14M | – | 114 |
|
|
2023
Q2 | $3.14M | Buy |
15,779
+4,244
| +37% | +$844K | 0.58% | 48 |
|
|
2023
Q1 | $2.19M | Sell |
11,535
-319
| -3% | -$60.5K | 0.38% | 62 |
|
|
2022
Q4 | $2.18M | Sell |
11,854
-1,862
| -14% | -$342K | 0.41% | 69 |
|
|
2022
Q3 | $2.34M | Buy |
13,716
+365
| +3% | +$62.4K | 0.47% | 62 |
|
|
2022
Q2 | $2.35M | Buy |
13,351
+12,023
| +905% | +$2.12M | 0.51% | 61 |
|
|
2022
Q1 | $282K | Buy |
+1,328
| New | +$282K | 0.06% | 116 |
|