RWA
Redmont Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $665 | Buy |
+3
| New | +$665 | ﹤0.01% | 166 |
|
|
2024
Q4 | – | Sell |
-14
| Closed | -$3.32K | – | 299 |
|
|
2024
Q3 | $3.32K | Sell |
14
-50
| -78% | -$11.9K | 0.01% | 288 |
|
|
2024
Q2 | $14K | Buy |
+64
| New | +$14K | 0.02% | 159 |
|
|
2023
Q1 | – | Sell |
-2,800
| Closed | -$514K | – | 109 |
|
|
2022
Q4 | $514K | Hold |
2,800
| – | – | 0.6% | 46 |
|
|
2022
Q3 | $479K | Hold |
2,800
| – | – | 0.62% | 40 |
|
|
2022
Q2 | $493K | Hold |
2,800
| – | – | 0.6% | 40 |
|
|
2022
Q1 | $595K | Hold |
2,800
| – | – | 0.63% | 38 |
|
|
2021
Q4 | $633K | Buy |
+2,800
| New | +$633K | 0.68% | 36 |
|