RWM
Ritholtz Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58M | Buy |
19,323
+10,393
| +116% | +$2.46M | 0.1% | 121 |
|
|
2025
Q1 | $1.98M | Buy |
8,930
+92
| +1% | +$20.4K | 0.06% | 252 |
|
|
2024
Q4 | $2.12M | Buy |
8,838
+65
| +0.7% | +$15.6K | 0.06% | 223 |
|
|
2024
Q3 | $2.08M | Buy |
8,773
+1,098
| +14% | +$260K | 0.06% | 222 |
|
|
2024
Q2 | $1.67M | Buy |
7,675
+1,761
| +30% | +$384K | 0.06% | 235 |
|
|
2024
Q1 | $1.35M | Sell |
5,914
-791
| -12% | -$181K | 0.05% | 284 |
|
|
2023
Q4 | $1.43M | Buy |
6,705
+2,088
| +45% | +$445K | 0.06% | 227 |
|
|
2023
Q3 | $873K | Buy |
4,617
+261
| +6% | +$49.4K | 0.04% | 321 |
|
|
2023
Q2 | $866K | Buy |
4,356
+274
| +7% | +$54.5K | 0.04% | 309 |
|
|
2023
Q1 | $774K | Buy |
4,082
+28
| +0.7% | +$5.31K | 0.04% | 323 |
|
|
2022
Q4 | $744K | Sell |
4,054
-153
| -4% | -$28.1K | 0.04% | 292 |
|
|
2022
Q3 | $719K | Buy |
4,207
+1,908
| +83% | +$326K | 0.04% | 316 |
|
|
2022
Q2 | $405K | Buy |
2,299
+70
| +3% | +$12.3K | 0.03% | 363 |
|
|
2022
Q1 | $474K | Sell |
2,229
-353
| -14% | -$75.1K | 0.03% | 318 |
|
|
2021
Q4 | $584K | Buy |
2,582
+75
| +3% | +$17K | 0.04% | 265 |
|
|
2021
Q3 | $548K | Buy |
2,507
+58
| +2% | +$12.7K | 0.04% | 250 |
|
|
2021
Q2 | $552K | Hold |
2,449
| – | – | 0.04% | 235 |
|
|
2021
Q1 | $524K | Buy |
+2,449
| New | +$524K | 0.04% | 201 |
|
|
2020
Q1 | – | Sell |
-1,311
| Closed | -$217K | – | 197 |
|
|
2019
Q4 | $217K | Buy |
+1,311
| New | +$217K | 0.03% | 130 |
|