NRWA
North Ridge Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
915
| – | – | 0.13% | 43 |
|
|
2025
Q1 | $203K | Hold |
915
| – | – | 0.14% | 44 |
|
|
2024
Q4 | $220K | Hold |
915
| – | – | 0.15% | 40 |
|
|
2024
Q3 | $217K | Buy |
+915
| New | +$217K | 0.15% | 41 |
|
|
2024
Q2 | – | Sell |
-915
| Closed | -$209K | – | 43 |
|
|
2024
Q1 | $209K | Sell |
915
-64
| -7% | -$14.6K | 0.16% | 39 |
|
|
2023
Q4 | $209K | Buy |
+979
| New | +$209K | 0.17% | 39 |
|
|
2023
Q3 | – | Sell |
-1,095
| Closed | -$218K | – | 38 |
|
|
2023
Q2 | $218K | Hold |
1,095
| – | – | 0.21% | 37 |
|
|
2023
Q1 | $208K | Buy |
+1,095
| New | +$208K | 0.21% | 40 |
|