NRW
Nova R Wealth’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
2,116
+712
| +51% | +$169K | 0.23% | 54 |
|
|
2025
Q1 | $311K | Buy |
1,404
+7
| +0.5% | +$1.55K | 0.15% | 61 |
|
|
2024
Q4 | $336K | Sell |
1,397
-18
| -1% | -$4.32K | 0.17% | 60 |
|
|
2024
Q3 | $336K | Sell |
1,415
-40
| -3% | -$9.49K | 0.17% | 64 |
|
|
2024
Q2 | $317K | Sell |
1,455
-228
| -14% | -$49.7K | 0.16% | 62 |
|
|
2024
Q1 | $385K | Buy |
1,683
+284
| +20% | +$64.9K | 0.2% | 58 |
|
|
2023
Q4 | $299K | Sell |
1,399
-119
| -8% | -$25.4K | 0.19% | 54 |
|
|
2023
Q3 | $287K | Buy |
1,518
+258
| +20% | +$48.8K | 0.2% | 51 |
|
|
2023
Q2 | $251K | Buy |
+1,260
| New | +$251K | 0.17% | 57 |
|