RPWA
Regent Peak Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $334K | Sell |
1,325
-29
| -2% | -$7.3K | 0.08% | 112 |
|
|
2024
Q4 | $379K | Hold |
1,354
| – | – | 0.09% | 102 |
|
|
2024
Q3 | $362K | Sell |
1,354
-364
| -21% | -$97.3K | 0.08% | 107 |
|
|
2024
Q2 | $430K | Buy |
1,718
+192
| +13% | +$48K | 0.1% | 96 |
|
|
2024
Q1 | $398K | Sell |
1,526
-196
| -11% | -$51.1K | 0.1% | 97 |
|
|
2023
Q4 | $416K | Sell |
1,722
-104
| -6% | -$25.1K | 0.11% | 90 |
|
|
2023
Q3 | $391K | Sell |
1,826
-9
| -0.5% | -$1.93K | 0.12% | 90 |
|
|
2023
Q2 | $422K | Sell |
1,835
-286
| -13% | -$65.7K | 0.12% | 86 |
|
|
2023
Q1 | $459K | Sell |
2,121
-250
| -11% | -$54.1K | 0.14% | 79 |
|
|
2022
Q4 | $475K | Buy |
2,371
+203
| +9% | +$40.7K | 0.16% | 87 |
|
|
2022
Q3 | $423K | Sell |
2,168
-29
| -1% | -$5.66K | 0.15% | 89 |
|
|
2022
Q2 | $432K | Hold |
2,197
| – | – | 0.14% | 94 |
|
|
2022
Q1 | $545K | Sell |
2,197
-64
| -3% | -$15.9K | 0.16% | 82 |
|
|
2021
Q4 | $637K | Buy |
2,261
+29
| +1% | +$8.17K | 0.17% | 78 |
|
|
2021
Q3 | $625K | Hold |
2,232
| – | – | 0.18% | 79 |
|
|
2021
Q2 | $638K | Buy |
2,232
+16
| +0.7% | +$4.57K | 0.18% | 78 |
|
|
2021
Q1 | $608K | Sell |
2,216
-4
| -0.2% | -$1.1K | 0.2% | 77 |
|
|
2020
Q4 | $594K | Buy |
2,220
+13
| +0.6% | +$3.48K | 0.2% | 72 |
|
|
2020
Q3 | $474K | Sell |
2,207
-87
| -4% | -$18.7K | 0.2% | 73 |
|
|
2020
Q2 | $458K | Sell |
2,294
-350
| -13% | -$69.9K | 0.21% | 70 |
|
|
2020
Q1 | $397K | Sell |
2,644
-518
| -16% | -$77.8K | 0.22% | 70 |
|
|
2019
Q4 | $628K | Buy |
+3,162
| New | +$628K | 0.29% | 64 |
|