RFA
Radnor Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.91M | Buy |
22,900
+1,692
| +8% | +$289K | 1.38% | 16 |
|
|
2022
Q2 | $3.74M | Buy |
21,208
+3,146
| +17% | +$554K | 1.29% | 16 |
|
|
2022
Q1 | $3.84M | Buy |
18,062
+11,130
| +161% | +$2.37M | 1.4% | 16 |
|
|
2021
Q4 | $1.57M | Sell |
6,932
-3
| -0% | -$678 | 0.56% | 22 |
|
|
2021
Q3 | $1.52M | Buy |
6,935
+404
| +6% | +$88.3K | 0.55% | 24 |
|
|
2021
Q2 | $1.47M | Buy |
6,531
+40
| +0.6% | +$9.01K | 0.53% | 22 |
|
|
2021
Q1 | $1.44M | Sell |
6,491
-18
| -0.3% | -$3.98K | 0.63% | 21 |
|
|
2020
Q4 | $1.27M | Buy |
+6,509
| New | +$1.27M | 0.59% | 19 |
|
|
2020
Q1 | – | Sell |
-20,759
| Closed | -$3.44M | – | 19 |
|
|
2019
Q4 | $3.44M | Buy |
+20,759
| New | +$3.44M | 2.35% | 12 |
|