RI
Ridgewood Investments’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
10,794
+1,234
| +13% | +$292K | 1.11% | 13 |
|
|
2025
Q1 | $2.12M | Buy |
9,560
+892
| +10% | +$198K | 0.99% | 16 |
|
|
2024
Q4 | $2.08M | Buy |
8,668
+382
| +5% | +$91.8K | 1% | 14 |
|
|
2024
Q3 | $1.97M | Sell |
8,286
-2,214
| -21% | -$525K | 0.98% | 14 |
|
|
2024
Q2 | $2.29M | Buy |
10,500
+45
| +0.4% | +$9.81K | 1.15% | 9 |
|
|
2024
Q1 | $2.39M | Buy |
10,455
+559
| +6% | +$128K | 1.26% | 9 |
|
|
2023
Q4 | $2.11M | Sell |
9,896
-109
| -1% | -$23.3K | 1.25% | 10 |
|
|
2023
Q3 | $1.89M | Sell |
10,005
-35
| -0.3% | -$6.62K | 1.24% | 12 |
|
|
2023
Q2 | $2M | Buy |
10,040
+538
| +6% | +$107K | 1.14% | 9 |
|
|
2023
Q1 | $1.8M | Sell |
9,502
-114
| -1% | -$21.6K | 1.1% | 11 |
|
|
2022
Q4 | $1.76M | Buy |
9,616
+47
| +0.5% | +$8.63K | 1.25% | 10 |
|
|
2022
Q3 | $1.64M | Buy |
9,569
+127
| +1% | +$21.7K | 1.36% | 8 |
|
|
2022
Q2 | $1.66M | Sell |
9,442
-793
| -8% | -$140K | 1.31% | 10 |
|
|
2022
Q1 | $2.18M | Buy |
10,235
+348
| +4% | +$74K | 1.43% | 8 |
|
|
2021
Q4 | $2.24M | Buy |
9,887
+250
| +3% | +$56.5K | 1.42% | 6 |
|
|
2021
Q3 | $2.11M | Buy |
9,637
+319
| +3% | +$69.7K | 1.43% | 5 |
|
|
2021
Q2 | $2.1M | Sell |
9,318
-124
| -1% | -$27.9K | 1.35% | 7 |
|
|
2021
Q1 | $2.02M | Buy |
9,442
+4,049
| +75% | +$867K | 1.24% | 7 |
|
|
2020
Q4 | $829K | Hold |
5,393
| – | – | 0.65% | 41 |
|
|
2020
Q3 | $829K | Buy |
5,393
+1,436
| +36% | +$221K | 0.65% | 42 |
|
|
2020
Q2 | $577K | Buy |
+3,957
| New | +$577K | 0.48% | 65 |
|