NEPWA
New England Private Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Buy |
1,632
+7
| +0.4% | +$1.4K | 0.05% | 129 |
|
|
2025
Q1 | $303K | Buy |
1,625
+11
| +0.7% | +$2.05K | 0.05% | 121 |
|
|
2024
Q4 | $320K | Buy |
1,614
+9
| +0.6% | +$1.78K | 0.05% | 118 |
|
|
2024
Q3 | $322K | Buy |
1,605
+362
| +29% | +$72.7K | 0.05% | 118 |
|
|
2024
Q2 | $227K | Hold |
1,243
| – | – | 0.04% | 130 |
|
|
2024
Q1 | $236K | Buy |
1,243
+6
| +0.5% | +$1.14K | 0.04% | 127 |
|
|
2023
Q4 | $223K | Buy |
+1,237
| New | +$223K | 0.04% | 125 |
|
|
2023
Q3 | – | Sell |
-1,245
| Closed | -$206K | – | 116 |
|
|
2023
Q2 | $206K | Buy |
+1,245
| New | +$206K | 0.04% | 107 |
|