Novak & Powell Financial Services’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 | – | Sell |
-1,950
| Closed | -$432K | – | 154 |
|
|
2025
Q1 | $432K | Buy |
+1,950
| New | +$432K | 0.27% | 83 |
|
|
2024
Q4 | – | Sell |
-1,383
| Closed | -$328K | – | 164 |
|
|
2024
Q3 | $328K | Sell |
1,383
-10,879
| -89% | -$2.58M | 0.19% | 102 |
|
|
2024
Q2 | $307K | Buy |
+12,262
| New | +$307K | 0.19% | 103 |
|
|
2024
Q1 | – | Sell |
-2,009
| Closed | -$427K | – | 158 |
|
|
2023
Q4 | $427K | Buy |
+2,009
| New | +$427K | 0.28% | 83 |
|