River Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $951K | Buy |
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|
2025
Q1 | $882K | Sell |
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|
2024
Q4 | $959K | Sell |
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|
2024
Q3 | $949K | Sell |
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|
2024
Q2 | $882K | Sell |
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|
2024
Q1 | $926K | Buy |
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|
2023
Q4 | $839K | Sell |
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|
2023
Q3 | $749K | Buy |
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|
2023
Q2 | $736K | Buy |
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|
2023
Q1 | $679K | Sell |
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|
2022
Q4 | $669K | Buy |
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|
2022
Q3 | $484K | Sell |
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|
2022
Q2 | $596K | Sell |
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|
2022
Q1 | $772K | Buy |
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|
2021
Q4 | $806K | Sell |
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|
2021
Q3 | $791K | Sell |
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|
2021
Q2 | $820K | Buy |
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|
2021
Q1 | $770K | Buy |
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|
2020
Q4 | $594K | Buy |
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|
2020
Q3 | $465K | Buy |
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|
2020
Q2 | $296K | Buy |
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|
2020
Q1 | $201K | Sell |
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|
2019
Q4 | $295K | Buy |
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|
2019
Q3 | $235K | Sell |
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|
2019
Q2 | $249K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $48K | Sell |
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|
2018
Q3 | $64K | Hold |
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|
2018
Q2 | $61K | Buy |
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