RWM
Revisor Wealth Management’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 | $1.45M | Sell |
5,133
-126
| -2% | -$35.7K | 0.52% | 36 |
|
|
2025
Q1 | $1.32M | Buy |
5,259
+1,765
| +51% | +$444K | 0.59% | 35 |
|
|
2024
Q4 | $997K | Buy |
3,494
+2,030
| +139% | +$579K | 0.92% | 25 |
|
|
2024
Q3 | $391K | Sell |
1,464
-157
| -10% | -$42K | 0.24% | 99 |
|
|
2024
Q2 | $405K | Sell |
1,621
-1,044
| -39% | -$261K | 0.28% | 81 |
|
|
2024
Q1 | $671K | Buy |
2,665
+1,144
| +75% | +$288K | 0.3% | 79 |
|
|
2023
Q4 | $368K | Sell |
1,521
-589
| -28% | -$142K | 0.42% | 50 |
|
|
2023
Q3 | $452K | Buy |
2,110
+33
| +2% | +$7.07K | 0.38% | 59 |
|
|
2023
Q2 | $477K | Sell |
2,077
-192
| -8% | -$44.1K | 0.43% | 55 |
|
|
2023
Q1 | $491K | Buy |
+2,269
| New | +$491K | 0.45% | 51 |
|