RWA
River Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $951K | Buy |
4,013
+35
| +0.9% | +$8.29K | 0.12% | 119 |
|
|
2025
Q1 | $882K | Sell |
3,978
-14
| -0.4% | -$3.11K | 0.12% | 113 |
|
|
2024
Q4 | $959K | Sell |
3,992
-9
| -0.2% | -$2.16K | 0.13% | 113 |
|
|
2024
Q3 | $949K | Sell |
4,001
-45
| -1% | -$10.7K | 0.13% | 115 |
|
|
2024
Q2 | $882K | Sell |
4,046
-5
| -0.1% | -$1.09K | 0.13% | 111 |
|
|
2024
Q1 | $926K | Buy |
4,051
+119
| +3% | +$27.2K | 0.13% | 113 |
|
|
2023
Q4 | $839K | Sell |
3,932
-28
| -0.7% | -$5.97K | 0.13% | 118 |
|
|
2023
Q3 | $749K | Buy |
3,960
+257
| +7% | +$48.6K | 0.13% | 122 |
|
|
2023
Q2 | $736K | Buy |
3,703
+120
| +3% | +$23.9K | 0.13% | 131 |
|
|
2023
Q1 | $679K | Sell |
3,583
-61
| -2% | -$11.6K | 0.12% | 133 |
|
|
2022
Q4 | $669K | Buy |
3,644
+812
| +29% | +$149K | 0.13% | 130 |
|
|
2022
Q3 | $484K | Sell |
2,832
-554
| -16% | -$94.7K | 0.1% | 139 |
|
|
2022
Q2 | $596K | Sell |
3,386
-247
| -7% | -$43.5K | 0.11% | 134 |
|
|
2022
Q1 | $772K | Buy |
3,633
+67
| +2% | +$14.2K | 0.12% | 126 |
|
|
2021
Q4 | $806K | Sell |
3,566
-52
| -1% | -$11.8K | 0.13% | 127 |
|
|
2021
Q3 | $791K | Sell |
3,618
-22
| -0.6% | -$4.81K | 0.14% | 122 |
|
|
2021
Q2 | $820K | Buy |
3,640
+42
| +1% | +$9.46K | 0.14% | 121 |
|
|
2021
Q1 | $770K | Buy |
3,598
+546
| +18% | +$117K | 0.14% | 122 |
|
|
2020
Q4 | $594K | Buy |
3,052
+29
| +1% | +$5.64K | 0.13% | 130 |
|
|
2020
Q3 | $465K | Buy |
3,023
+991
| +49% | +$152K | 0.12% | 135 |
|
|
2020
Q2 | $296K | Buy |
2,032
+287
| +16% | +$41.8K | 0.09% | 152 |
|
|
2020
Q1 | $201K | Sell |
1,745
-34
| -2% | -$3.92K | 0.08% | 152 |
|
|
2019
Q4 | $295K | Buy |
1,779
+254
| +17% | +$42.1K | 0.1% | 142 |
|
|
2019
Q3 | $235K | Sell |
1,525
-66
| -4% | -$10.2K | 0.09% | 152 |
|
|
2019
Q2 | $249K | Buy |
+1,591
| New | +$249K | 0.1% | 151 |
|
|
2019
Q1 | – | Sell |
-362
| Closed | -$48K | – | 476 |
|
|
2018
Q4 | $48K | Sell |
362
-31
| -8% | -$4.11K | 0.02% | 249 |
|
|
2018
Q3 | $64K | Hold |
393
| – | – | 0.02% | 256 |
|
|
2018
Q2 | $61K | Buy |
+393
| New | +$61K | 0.02% | 256 |
|