RFS
Richardson Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
4,965
+2,005
| +68% | +$478K | 0.8% | 25 |
|
|
2025
Q1 | $656K | Sell |
2,960
-1,367
| -32% | -$303K | 0.5% | 50 |
|
|
2024
Q4 | $1.04M | Sell |
4,327
-1,701
| -28% | -$409K | 0.73% | 31 |
|
|
2024
Q3 | $1.35M | Buy |
6,028
+1,674
| +38% | +$374K | 0.86% | 23 |
|
|
2024
Q2 | $949K | Sell |
4,354
-9
| -0.2% | -$1.96K | 0.68% | 38 |
|
|
2024
Q1 | $997K | Buy |
4,363
+1,729
| +66% | +$395K | 0.7% | 36 |
|
|
2023
Q4 | $562K | Buy |
+2,634
| New | +$562K | 0.49% | 60 |
|