RWM
Revisor Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
6,781
+415
| +7% | +$102K | 0.6% | 32 |
|
|
2025
Q1 | $1.41M | Buy |
6,366
+1,328
| +26% | +$294K | 0.63% | 32 |
|
|
2024
Q4 | $1.21M | Sell |
5,038
-538
| -10% | -$129K | 1.12% | 20 |
|
|
2024
Q3 | $1.32M | Buy |
5,576
+1,964
| +54% | +$466K | 0.83% | 24 |
|
|
2024
Q2 | $788K | Buy |
3,612
+2,536
| +236% | +$553K | 0.55% | 33 |
|
|
2024
Q1 | $240K | Sell |
1,076
-189
| -15% | -$42.2K | 0.11% | 165 |
|
|
2023
Q4 | $270K | Buy |
+1,265
| New | +$270K | 0.31% | 89 |
|
|
2023
Q3 | – | Sell |
-4,800
| Closed | -$955K | – | 175 |
|
|
2023
Q2 | $955K | Sell |
4,800
-26
| -0.5% | -$5.17K | 0.86% | 30 |
|
|
2023
Q1 | $915K | Buy |
+4,826
| New | +$915K | 0.84% | 28 |
|