NWWA
New Wave 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 | $5.78M | Buy |
20,877
+146
| +0.7% | +$40.4K | 2.46% | 10 |
|
|
2025
Q1 | $5.22M | Buy |
20,731
+1,319
| +7% | +$332K | 2.34% | 10 |
|
|
2024
Q4 | $5.44M | Sell |
19,412
-722
| -4% | -$202K | 2.23% | 8 |
|
|
2024
Q3 | $5.38M | Buy |
+20,134
| New | +$5.38M | 2.48% | 9 |
|