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New Insight Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

New Insight Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$341K Sell
1,437
-694
-33% -$164K 0.14% 84
2025
Q1 		$473K Buy
2,131
+927
+77% +$206K 0.21% 62
2024
Q4 		$289K Buy
1,204
+118
+11% +$28.4K 0.14% 69
2024
Q3 		$258K Buy
+1,086
New +$258K 0.14% 75