RZH
Relyea Zuckerberg Hanson’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Sell |
24,944
-1,549
| -6% | -$429K | 0.81% | 28 |
|
|
2025
Q1 | $6.67M | Sell |
26,493
-959
| -3% | -$241K | 0.9% | 23 |
|
|
2024
Q4 | $7.69M | Sell |
27,452
-509
| -2% | -$143K | 1.03% | 20 |
|
|
2024
Q3 | $7.48M | Sell |
27,961
-1,669
| -6% | -$446K | 1.14% | 18 |
|
|
2024
Q2 | $7.41M | Sell |
29,630
-2,354
| -7% | -$589K | 1.24% | 16 |
|
|
2024
Q1 | $8.34M | Sell |
31,984
-1,552
| -5% | -$405K | 1.46% | 13 |
|
|
2023
Q4 | $8.11M | Sell |
33,536
-1,711
| -5% | -$414K | 1.58% | 13 |
|
|
2023
Q3 | $7.55M | Sell |
35,247
-3,243
| -8% | -$695K | 1.72% | 13 |
|
|
2023
Q2 | $8.84M | Buy |
38,490
+1,368
| +4% | +$314K | 1.99% | 11 |
|
|
2023
Q1 | $8.03M | Buy |
37,122
+954
| +3% | +$206K | 1.96% | 11 |
|
|
2022
Q4 | $7.25M | Buy |
36,168
+8,667
| +32% | +$1.74M | 2.07% | 11 |
|
|
2022
Q3 | $5.37M | Buy |
27,501
+1,185
| +5% | +$231K | 1.94% | 10 |
|
|
2022
Q2 | $5.19M | Sell |
26,316
-1,638
| -6% | -$323K | 1.93% | 12 |
|
|
2022
Q1 | $6.78M | Sell |
27,954
-6,983
| -20% | -$1.69M | 2.22% | 12 |
|
|
2021
Q4 | $8.35M | Buy |
34,937
+4,845
| +16% | +$1.16M | 3.03% | 5 |
|
|
2021
Q3 | $8.43M | Buy |
30,092
+4,745
| +19% | +$1.33M | 3.28% | 4 |
|
|
2021
Q2 | $7.35M | Sell |
25,347
-1,459
| -5% | -$423K | 3.02% | 4 |
|
|
2021
Q1 | $7.81M | Buy |
26,806
+4,380
| +20% | +$1.28M | 3.45% | 4 |
|
|
2020
Q4 | $6M | Buy |
22,426
+1,275
| +6% | +$341K | 3.22% | 5 |
|
|
2020
Q3 | $4.89M | Buy |
21,151
+284
| +1% | +$65.6K | 3.15% | 7 |
|
|
2020
Q2 | $4.17M | Buy |
20,867
+5,399
| +35% | +$1.08M | 3.32% | 7 |
|
|
2020
Q1 | $2.33M | Sell |
15,468
-212
| -1% | -$31.9K | 2.55% | 10 |
|
|
2019
Q4 | $3.12M | Buy |
+15,680
| New | +$3.12M | 2.99% | 9 |
|