Northwest Financial Advisors’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
2024
Q4
Sell
-704
Closed -$167K 518
2024
Q3
$167K Buy
+704
New +$167K 0.13% 116
2024
Q1
Sell
-460
Closed -$98.1K 506
2023
Q4
$98.1K Buy
+460
New +$98.1K 0.08% 142