Norwood Financial’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $160K | Hold |
613
| – | – | 0.23% | 89 |
|
|
2023
Q4 | $148K | Sell |
613
-215
| -26% | -$52K | 0.22% | 85 |
|
|
2023
Q3 | $177K | Hold |
828
| – | – | 0.29% | 70 |
|
|
2023
Q2 | $190K | Hold |
828
| – | – | 0.28% | 72 |
|
|
2023
Q1 | $179K | Sell |
828
-30
| -3% | -$6.49K | 0.28% | 75 |
|
|
2022
Q4 | $172K | Sell |
858
-50
| -6% | -$10K | 0.27% | 73 |
|
|
2022
Q3 | $177K | Sell |
908
-25
| -3% | -$4.87K | 0.31% | 72 |
|
|
2022
Q2 | $184K | Hold |
933
| – | – | 0.31% | 70 |
|
|
2022
Q1 | $232K | Sell |
933
-145
| -13% | -$36.1K | 0.34% | 68 |
|
|
2021
Q4 | $304K | Buy |
+1,078
| New | +$304K | 0.42% | 58 |
|