NFP Retirement Inc’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.4M | Buy |
74,047
+4,912
| +7% | +$1.33M | 1.16% | 20 |
|
|
2025
Q4 | $17.8M | Buy |
69,135
+814
| +1% | +$209K | 1.08% | 22 |
|
|
2025
Q3 | $17.4M | Buy |
68,321
+1,631
| +2% | +$404K | 1.11% | 22 |
|
|
2025
Q2 | $15.8M | Buy |
66,690
+57,514
| +627% | +$12.8M | 1.04% | 21 |
|
|
2025
Q1 | $2.03M | Sell |
9,176
-1,159
| -11% | -$277K | 0.16% | 74 |
|
|
2024
Q4 | $2.48M | Buy |
10,335
+1,930
| +23% | +$475K | 0.2% | 69 |
|
|
2024
Q3 | $1.99M | Sell |
8,405
-562
| -6% | -$128K | 0.16% | 83 |
|
|
2024
Q2 | $1.96M | Sell |
8,967
-42
| -0.5% | -$9.22K | 0.16% | 83 |
|
|
2024
Q1 | $2.06M | Buy |
9,009
+3,286
| +57% | +$707K | 0.18% | 78 |
|
|
2023
Q4 | $1.22M | Buy |
5,723
+598
| +12% | +$115K | 0.21% | 85 |
|
|
2023
Q3 | $969K | Buy |
5,125
+232
| +5% | +$46.2K | 0.19% | 95 |
|
|
2023
Q2 | $973K | Buy |
4,893
+939
| +24% | +$177K | 0.18% | 97 |
|
|
2023
Q1 | $750K | Buy |
3,954
+470
| +13% | +$91.1K | 0.15% | 115 |
|
|
2022
Q4 | $640K | Buy |
3,484
+307
| +10% | +$56.9K | 0.14% | 124 |
|
|
2022
Q3 | $543K | Sell |
3,177
-11
| -0.3% | -$2.08K | 0.13% | 131 |
|
|
2022
Q2 | $562K | Buy |
3,188
+294
| +10% | +$56.8K | 0.14% | 122 |
|
|
2022
Q1 | $615K | Buy |
2,894
+1,076
| +59% | +$227K | 0.15% | 117 |
|
|
2021
Q4 | $411K | Buy |
1,818
+37
| +2% | +$8.41K | 0.15% | 99 |
|
|
2021
Q3 | $390K | Buy |
1,781
+10
| +0.6% | +$2.22K | 0.16% | 94 |
|
|
2021
Q2 | $399K | Sell |
1,771
-137
| -7% | -$30.4K | 0.15% | 92 |
|
|
2021
Q1 | $409K | Buy |
1,908
+166
| +10% | +$35K | 0.18% | 83 |
|
|
2020
Q4 | $339K | Buy |
1,742
+158
| +10% | +$27.9K | 0.21% | 86 |
|
|
2020
Q3 | $244K | Sell |
1,584
-172
| -10% | -$26.4K | 0.16% | 96 |
|
|
2020
Q2 | $256K | Sell |
1,756
-62
| -3% | -$8.32K | 0.19% | 84 |
|
|
2020
Q1 | $210K | Buy |
1,818
+233
| +15% | +$35K | 0.21% | 74 |
|
|
2019
Q4 | $262K | Buy |
+1,585
| New | +$252K | 0.24% | 73 |
|
Other funds holding VB
