NEPWA
New England Private Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
781
-20
| -2% | -$5.72K | 0.03% | 148 |
|
|
2025
Q1 | $202K | Buy |
801
+22
| +3% | +$5.54K | 0.03% | 144 |
|
|
2024
Q4 | $218K | Sell |
779
-169
| -18% | -$47.3K | 0.03% | 138 |
|
|
2024
Q3 | $253K | Buy |
+948
| New | +$253K | 0.04% | 131 |
|
|
2024
Q2 | – | Sell |
-1,479
| Closed | -$384K | – | 140 |
|
|
2024
Q1 | $384K | Sell |
1,479
-700
| -32% | -$182K | 0.07% | 105 |
|
|
2023
Q4 | $527K | Buy |
+2,179
| New | +$527K | 0.1% | 87 |
|