FRA
Frank Rimerman Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Buy |
16,134
+1,697
| +12% | +$402K | 0.26% | 59 |
|
|
2025
Q1 | $3.2M | Sell |
14,437
-1,130
| -7% | -$251K | 0.25% | 65 |
|
|
2024
Q4 | $3.74M | Buy |
15,567
+2,090
| +16% | +$502K | 0.27% | 57 |
|
|
2024
Q3 | $3.2M | Hold |
13,477
| – | – | 0.23% | 72 |
|
|
2024
Q2 | $2.94M | Sell |
13,477
-239
| -2% | -$52.1K | 0.21% | 83 |
|
|
2024
Q1 | $3.14M | Sell |
13,716
-113
| -0.8% | -$25.8K | 0.6% | 23 |
|
|
2023
Q4 | $2.95M | Hold |
13,829
| – | – | 0.62% | 24 |
|
|
2023
Q3 | $2.61M | Hold |
13,829
| – | – | 0.63% | 22 |
|
|
2023
Q2 | $2.75M | Sell |
13,829
-153
| -1% | -$30.4K | 0.66% | 22 |
|
|
2023
Q1 | $2.65M | Hold |
13,982
| – | – | 0.73% | 23 |
|
|
2022
Q4 | $2.57M | Buy |
13,982
+3,089
| +28% | +$567K | 0.8% | 20 |
|
|
2022
Q3 | $1.86M | Buy |
10,893
+4,789
| +78% | +$818K | 0.67% | 24 |
|
|
2022
Q2 | $1.07M | Hold |
6,104
| – | – | 0.41% | 32 |
|
|
2022
Q1 | $1.3M | Buy |
6,104
+393
| +7% | +$83.5K | 0.42% | 33 |
|
|
2021
Q4 | $1.29M | Hold |
5,711
| – | – | 0.43% | 33 |
|
|
2021
Q3 | $1.25M | Sell |
5,711
-909
| -14% | -$199K | 0.48% | 29 |
|
|
2021
Q2 | $1.49M | Hold |
6,620
| – | – | 0.58% | 25 |
|
|
2021
Q1 | $1.42M | Buy |
6,620
+358
| +6% | +$76.6K | 0.63% | 23 |
|
|
2020
Q4 | $1.22M | Buy |
+6,262
| New | +$1.22M | 0.55% | 27 |
|