NRI
NFP Retirement Inc’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 | $1.79M | Sell |
6,446
-200
| -3% | -$55.4K | 0.12% | 100 |
|
2025
Q1 | $1.67M | Sell |
6,646
-307
| -4% | -$77.3K | 0.13% | 86 |
|
2024
Q4 | $1.95M | Buy |
6,953
+420
| +6% | +$118K | 0.15% | 81 |
|
2024
Q3 | $1.75M | Buy |
6,533
+173
| +3% | +$46.3K | 0.14% | 87 |
|
2024
Q2 | $1.59M | Buy |
6,360
+249
| +4% | +$62.3K | 0.13% | 93 |
|
2024
Q1 | $1.59M | Sell |
6,111
-877
| -13% | -$229K | 0.14% | 93 |
|
2023
Q4 | $1.69M | Buy |
6,988
+1,009
| +17% | +$244K | 0.29% | 70 |
|
2023
Q3 | $1.28M | Sell |
5,979
-321
| -5% | -$68.8K | 0.24% | 78 |
|
2023
Q2 | $1.45M | Sell |
6,300
-575
| -8% | -$132K | 0.27% | 77 |
|
2023
Q1 | $1.49M | Buy |
6,875
+2,789
| +68% | +$604K | 0.3% | 72 |
|
2022
Q4 | $819K | Buy |
4,086
+2,072
| +103% | +$416K | 0.18% | 103 |
|
2022
Q3 | $393K | Sell |
2,014
-40
| -2% | -$7.81K | 0.1% | 156 |
|
2022
Q2 | $405K | Buy |
2,054
+1,092
| +114% | +$215K | 0.1% | 152 |
|
2022
Q1 | $239K | Buy |
+962
| New | +$239K | 0.06% | 197 |
|