RWA
RGT Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $154K | Sell |
899
-105
| -10% | -$18K | 0.02% | 76 |
|
|
2022
Q2 | $177K | Buy |
1,004
+623
| +164% | +$110K | 0.03% | 82 |
|
|
2022
Q1 | $81K | Hold |
381
| – | – | 0.01% | 88 |
|
|
2021
Q4 | $86K | Buy |
+381
| New | +$86K | 0.01% | 117 |
|
|
2017
Q2 | – | Sell |
-6,228
| Closed | -$830K | – | 111 |
|
|
2017
Q1 | $830K | Sell |
6,228
-835
| -12% | -$111K | 0.56% | 27 |
|
|
2016
Q4 | $911K | Buy |
7,063
+1,363
| +24% | +$176K | 0.51% | 27 |
|
|
2016
Q3 | $696K | Buy |
+5,700
| New | +$696K | 0.43% | 34 |
|