RFP
RCS Financial Planning’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
1,545
+406
| +36% | +$96.6K | 0.18% | 65 |
|
|
2025
Q1 | $253K | Buy |
1,139
+51
| +5% | +$11.3K | 0.13% | 70 |
|
|
2024
Q4 | $261K | Buy |
1,088
+196
| +22% | +$47.1K | 0.14% | 70 |
|
|
2024
Q3 | $212K | Buy |
+892
| New | +$212K | 0.12% | 68 |
|
|
2024
Q2 | – | Sell |
-877
| Closed | -$200K | – | 71 |
|
|
2024
Q1 | $200K | Buy |
+877
| New | +$200K | 0.12% | 69 |
|