RIA
Realta Investment 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 | $78.7K | Buy |
332
+301
| +971% | +$71.3K | 0.03% | 210 |
|
|
2025
Q1 | $6.87K | Sell |
31
-190
| -86% | -$42.1K | ﹤0.01% | 290 |
|
|
2024
Q4 | $53.9K | Buy |
221
+39
| +21% | +$9.51K | 0.02% | 250 |
|
|
2024
Q3 | $43.8K | Sell |
182
-1,787
| -91% | -$430K | 0.02% | 247 |
|
|
2024
Q2 | $429K | Sell |
1,969
-407
| -17% | -$88.8K | 0.08% | 255 |
|
|
2024
Q1 | $543K | Buy |
2,376
+586
| +33% | +$134K | 0.11% | 219 |
|
|
2023
Q4 | $382K | Sell |
1,790
-1,630
| -48% | -$348K | 0.09% | 263 |
|
|
2023
Q3 | $680K | Buy |
3,420
+75
| +2% | +$14.9K | 0.16% | 154 |
|
|
2023
Q2 | $665K | Buy |
3,345
+191
| +6% | +$38K | 0.15% | 164 |
|
|
2023
Q1 | $598K | Buy |
3,154
+1,912
| +154% | +$362K | 0.15% | 179 |
|
|
2022
Q4 | $228K | Buy |
1,242
+167
| +16% | +$30.6K | 0.06% | 363 |
|
|
2022
Q3 | $184K | Buy |
+1,075
| New | +$184K | 0.05% | 371 |
|
|
2020
Q1 | – | Sell |
-321
| Closed | -$52K | – | 1338 |
|
|
2019
Q4 | $52K | Buy |
321
+126
| +65% | +$20.4K | 0.01% | 654 |
|
|
2019
Q3 | $31K | Buy |
195
+34
| +21% | +$5.41K | 0.01% | 794 |
|
|
2019
Q2 | $26K | Buy |
161
+112
| +229% | +$18.1K | 0.01% | 848 |
|
|
2019
Q1 | $8K | Buy |
+49
| New | +$8K | ﹤0.01% | 972 |
|