RDWM
Red Door Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-968
| Closed | -$252K | – | 209 |
|
2024
Q1 | $252K | Buy |
+968
| New | +$252K | 0.05% | 167 |
|
2021
Q3 | – | Sell |
-534
| Closed | -$154K | – | 591 |
|
2021
Q2 | $154K | Buy |
+534
| New | +$154K | 0.06% | 168 |
|
2020
Q3 | – | Sell |
-534
| Closed | -$106K | – | 414 |
|
2020
Q2 | $106K | Hold |
534
| – | – | 0.08% | 138 |
|
2020
Q1 | $80K | Buy |
+534
| New | +$80K | 0.08% | 138 |
|