Northeast Financial Consultants’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$665K Sell
2,807
-2
-0.1% -$474 0.03% 182
2025
Q1
$623K Sell
2,809
-1,210
-30% -$268K 0.03% 178
2024
Q4
$966K Buy
4,019
+1,146
+40% +$275K 0.04% 157
2024
Q3
$682K Buy
2,873
+1,426
+99% +$338K 0.03% 176
2024
Q2
$316K Buy
+1,447
New +$316K 0.01% 227