NIWA
New Insight 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 | – | Sell |
-1,336
| Closed | -$336K | – | 108 |
|
|
2025
Q1 | $336K | Sell |
1,336
-460
| -26% | -$116K | 0.15% | 73 |
|
|
2024
Q4 | $503K | Buy |
1,796
+3
| +0.2% | +$840 | 0.25% | 52 |
|
|
2024
Q3 | $479K | Buy |
1,793
+422
| +31% | +$113K | 0.25% | 49 |
|
|
2024
Q2 | $343K | Buy |
1,371
+456
| +50% | +$114K | 0.2% | 57 |
|
|
2024
Q1 | $239K | Buy |
+915
| New | +$239K | 0.15% | 74 |
|