RWP
Revolve Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
8,598
-426
| -5% | -$101K | 0.26% | 56 |
|
|
2025
Q1 | $2M | Buy |
9,024
+83
| +0.9% | +$18.4K | 0.29% | 53 |
|
|
2024
Q4 | $2.15M | Buy |
8,941
+920
| +11% | +$221K | 0.31% | 48 |
|
|
2024
Q3 | $1.9M | Sell |
8,021
-1,530
| -16% | -$363K | 0.29% | 52 |
|
|
2024
Q2 | $2.08M | Sell |
9,551
-382
| -4% | -$83.3K | 0.34% | 46 |
|
|
2024
Q1 | $2.27M | Buy |
9,933
+410
| +4% | +$93.7K | 0.39% | 43 |
|
|
2023
Q4 | $2.03M | Sell |
9,523
-1,053
| -10% | -$225K | 0.39% | 43 |
|
|
2023
Q3 | $2M | Sell |
10,576
-310
| -3% | -$58.6K | 0.46% | 39 |
|
|
2023
Q2 | $2.17M | Sell |
10,886
-1,224
| -10% | -$243K | 0.51% | 39 |
|
|
2023
Q1 | $2.3M | Sell |
12,110
-614
| -5% | -$116K | 0.58% | 36 |
|
|
2022
Q4 | $2.34M | Buy |
12,724
+142
| +1% | +$26.1K | 0.67% | 33 |
|
|
2022
Q3 | $2.15M | Buy |
12,582
+114
| +0.9% | +$19.5K | 0.72% | 28 |
|
|
2022
Q2 | $2.2M | Buy |
12,468
+1,885
| +18% | +$332K | 0.72% | 30 |
|
|
2022
Q1 | $2.25M | Buy |
10,583
+217
| +2% | +$46.1K | 0.65% | 31 |
|
|
2021
Q4 | $2.34M | Buy |
+10,366
| New | +$2.34M | 0.67% | 31 |
|