Portland Financial Advisors Inc
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2054942
PORT WASHINGTON, NY
Position in VB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$312,994
+$4,744 QoQ
Shares Held
1,195
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $312,994 | 1,195 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $308,250 | 1,195 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $309,967 | 1,219 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $288,878 | 1,219 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $270,313 | 1,219 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $292,901 | 1,219 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||