RIS
Retirement Income Solutions’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
855
-106
| -11% | -$25.1K | 0.04% | 154 |
|
|
2025
Q1 | $213K | Hold |
961
| – | – | 0.04% | 136 |
|
|
2024
Q4 | $231K | Hold |
961
| – | – | 0.05% | 131 |
|
|
2024
Q3 | $228K | Hold |
961
| – | – | 0.05% | 131 |
|
|
2024
Q2 | $210K | Hold |
961
| – | – | 0.05% | 134 |
|
|
2024
Q1 | $220K | Hold |
961
| – | – | 0.05% | 138 |
|
|
2023
Q4 | $205K | Buy |
+961
| New | +$205K | 0.05% | 135 |
|
|
2022
Q1 | – | Sell |
-934
| Closed | -$211K | – | 121 |
|
|
2021
Q4 | $211K | Sell |
934
-57
| -6% | -$12.9K | 0.06% | 109 |
|
|
2021
Q3 | $217K | Hold |
991
| – | – | 0.07% | 92 |
|
|
2021
Q2 | $223K | Hold |
991
| – | – | 0.08% | 95 |
|
|
2021
Q1 | $212K | Buy |
+991
| New | +$212K | 0.07% | 92 |
|