NFA
Northwest Financial Advisors’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 | $314K | Sell |
1,135
-392
| -26% | -$109K | 0.44% | 67 |
|
|
2025
Q1 | $384K | Buy |
1,527
+3
| +0.2% | +$755 | 0.32% | 69 |
|
|
2024
Q4 | $427K | Buy |
1,524
+1
| +0.1% | +$280 | 0.35% | 67 |
|
|
2024
Q3 | $407K | Buy |
1,523
+4
| +0.3% | +$1.07K | 0.32% | 62 |
|
|
2024
Q2 | $380K | Hold |
1,519
| – | – | 0.39% | 62 |
|
|
2024
Q1 | $396K | Buy |
1,519
+592
| +64% | +$154K | 0.43% | 59 |
|
|
2023
Q4 | $224K | Buy |
+927
| New | +$224K | 0.19% | 84 |
|