NCM
Novare Capital Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,120
| Closed | -$271K | – | 189 |
|
|
2023
Q4 | $271K | Hold |
1,120
| – | – | 0.03% | 150 |
|
|
2023
Q3 | $240K | Hold |
1,120
| – | – | 0.03% | 152 |
|
|
2023
Q2 | $257K | Hold |
1,120
| – | – | 0.03% | 155 |
|
|
2023
Q1 | $242K | Hold |
1,120
| – | – | 0.03% | 158 |
|
|
2022
Q4 | $225K | Hold |
1,120
| – | – | 0.03% | 167 |
|
|
2022
Q3 | $219K | Hold |
1,120
| – | – | 0.03% | 157 |
|
|
2022
Q2 | $221K | Hold |
1,120
| – | – | 0.03% | 154 |
|
|
2022
Q1 | $278K | Buy |
+1,120
| New | +$278K | 0.03% | 150 |
|