RFA
Resurgent Financial 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 | – | Sell |
-2,750
| Closed | -$610K | – | 202 |
|
|
2025
Q1 | $610K | Buy |
2,750
+90
| +3% | +$20K | 0.37% | 76 |
|
|
2024
Q4 | $639K | Buy |
+2,660
| New | +$639K | 0.38% | 76 |
|
|
2024
Q1 | – | Sell |
-286
| Closed | -$61.1K | – | 459 |
|
|
2023
Q4 | $61.1K | Hold |
286
| – | – | 0.04% | 300 |
|
|
2023
Q3 | $54.2K | Hold |
286
| – | – | 0.04% | 306 |
|
|
2023
Q2 | $57K | Buy |
286
+50
| +21% | +$9.96K | 0.04% | 313 |
|
|
2023
Q1 | $44.8K | Buy |
236
+81
| +52% | +$15.4K | 0.03% | 346 |
|
|
2022
Q4 | $28.4K | Buy |
+155
| New | +$28.4K | 0.02% | 544 |
|