RWG
Ratio Wealth Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $7.74M | Buy |
33,842
+1,289
| +4% | +$295K | 1.44% | 24 |
|
|
2023
Q4 | $6.94M | Buy |
32,553
+1,347
| +4% | +$287K | 1.5% | 23 |
|
|
2023
Q3 | $5.9M | Buy |
31,206
+1,470
| +5% | +$278K | 1.48% | 22 |
|
|
2023
Q2 | $5.91M | Buy |
+29,736
| New | +$5.91M | 1.46% | 21 |
|
|
2022
Q4 | $4.02M | Buy |
21,896
+3,107
| +17% | +$570K | 1.14% | 22 |
|
|
2022
Q3 | $3.21M | Buy |
18,789
+987
| +6% | +$169K | 1.05% | 24 |
|
|
2022
Q2 | $3.14M | Sell |
17,802
-893
| -5% | -$157K | 1.02% | 24 |
|
|
2022
Q1 | $3.97M | Sell |
18,695
-204
| -1% | -$43.4K | 1.19% | 22 |
|
|
2021
Q4 | $4.27M | Buy |
18,899
+540
| +3% | +$122K | 1.29% | 20 |
|
|
2021
Q3 | $4.01M | Sell |
18,359
-2,578
| -12% | -$564K | 1.32% | 20 |
|
|
2021
Q2 | $4.72M | Buy |
20,937
+2,036
| +11% | +$459K | 1.69% | 19 |
|
|
2021
Q1 | $4.05M | Buy |
18,901
+3,185
| +20% | +$682K | 1.69% | 18 |
|
|
2020
Q4 | $3.06M | Buy |
+15,716
| New | +$3.06M | 1.64% | 20 |
|