RWPA
Richard W. Paul & Associates’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-83
| Closed | -$16.4K | – | 496 |
|
2024
Q4 | $16.4K | Hold |
83
| – | – | 0.01% | 272 |
|
2024
Q3 | $16.7K | Hold |
83
| – | – | 0.01% | 274 |
|
2024
Q2 | $15.1K | Hold |
83
| – | – | 0.01% | 278 |
|
2024
Q1 | $15.9K | Hold |
83
| – | – | 0.01% | 284 |
|
2023
Q4 | $14.9K | Hold |
83
| – | – | 0.01% | 277 |
|
2023
Q3 | $13.2K | Hold |
83
| – | – | 0.01% | 274 |
|
2023
Q2 | $13.7K | Hold |
83
| – | – | 0.01% | 291 |
|
2023
Q1 | $13.2K | Sell |
83
-2
| -2% | -$318 | 0.01% | 298 |
|
2022
Q4 | $13.5K | Buy |
+85
| New | +$13.5K | 0.01% | 294 |
|