NWS
Newport Wealth Strategies’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $726K | Sell |
3,318
-90
| -3% | -$19.7K | 0.44% | 51 |
|
|
2021
Q2 | $768K | Sell |
3,408
-80
| -2% | -$18K | 0.44% | 47 |
|
|
2021
Q1 | $747K | Buy |
3,488
+570
| +20% | +$122K | 0.46% | 45 |
|
|
2020
Q4 | $449K | Hold |
2,918
| – | – | 0.34% | 55 |
|
|
2020
Q3 | $455K | Buy |
2,918
+1,070
| +58% | +$167K | 0.34% | 55 |
|
|
2020
Q2 | $269K | Buy |
+1,848
| New | +$269K | 0.25% | 68 |
|