RWMH
Riverpoint Wealth Management Holdings’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Buy |
2,727
+81
| +3% | +$19.2K | 0.15% | 38 |
|
|
2025
Q1 | $587K | Buy |
2,646
+20
| +0.8% | +$4.44K | 0.15% | 38 |
|
|
2024
Q4 | $631K | Buy |
2,626
+17
| +0.7% | +$4.09K | 0.16% | 36 |
|
|
2024
Q3 | $619K | Buy |
2,609
+11
| +0.4% | +$2.61K | 0.16% | 35 |
|
|
2024
Q2 | $567K | Hold |
2,598
| – | – | 0.16% | 36 |
|
|
2024
Q1 | $594K | Buy |
2,598
+7
| +0.3% | +$1.6K | 0.17% | 33 |
|
|
2023
Q4 | $553K | Sell |
2,591
-8
| -0.3% | -$1.71K | 0.16% | 33 |
|
|
2023
Q3 | $491K | Buy |
2,599
+10
| +0.4% | +$1.89K | 0.16% | 32 |
|
|
2023
Q2 | $515K | Buy |
2,589
+9
| +0.3% | +$1.79K | 0.16% | 31 |
|
|
2023
Q1 | $489K | Buy |
2,580
+7
| +0.3% | +$1.33K | 0.17% | 29 |
|
|
2022
Q4 | $472K | Buy |
2,573
+2
| +0.1% | +$367 | 0.17% | 31 |
|
|
2022
Q3 | $439K | Hold |
2,571
| – | – | 0.19% | 30 |
|
|
2022
Q2 | $453K | Buy |
2,571
+1
| +0% | +$176 | 0.18% | 28 |
|
|
2022
Q1 | $546K | Buy |
2,570
+402
| +19% | +$85.4K | 0.19% | 28 |
|
|
2021
Q4 | $490K | Sell |
2,168
-817
| -27% | -$185K | 0.17% | 33 |
|
|
2021
Q3 | $653K | Sell |
2,985
-5,951
| -67% | -$1.3M | 0.23% | 29 |
|
|
2021
Q2 | $2.01M | Buy |
8,936
+1,253
| +16% | +$282K | 0.56% | 24 |
|
|
2021
Q1 | $1.65M | Sell |
7,683
-35
| -0.5% | -$7.49K | 0.5% | 27 |
|
|
2020
Q4 | $1.5M | Buy |
7,718
+120
| +2% | +$23.4K | 0.47% | 31 |
|
|
2020
Q3 | $1.17M | Buy |
7,598
+484
| +7% | +$74.5K | 0.42% | 35 |
|
|
2020
Q2 | $1.04M | Buy |
7,114
+2,248
| +46% | +$328K | 0.4% | 33 |
|
|
2020
Q1 | $562K | Buy |
4,866
+1,944
| +67% | +$225K | 0.27% | 39 |
|
|
2019
Q4 | $484K | Buy |
2,922
+37
| +1% | +$6.13K | 0.19% | 47 |
|
|
2019
Q3 | $444K | Sell |
2,885
-58
| -2% | -$8.93K | 0.2% | 39 |
|
|
2019
Q2 | $461K | Hold |
2,943
| – | – | 0.21% | 37 |
|
|
2019
Q1 | $450K | Hold |
2,943
| – | – | 0.22% | 35 |
|
|
2018
Q4 | $389K | Buy |
2,943
+724
| +33% | +$95.7K | 0.22% | 39 |
|
|
2018
Q3 | $361K | Hold |
2,219
| – | – | 0.18% | 43 |
|
|
2018
Q2 | $345K | Hold |
2,219
| – | – | 0.19% | 41 |
|
|
2018
Q1 | $326K | Buy |
2,219
+753
| +51% | +$111K | 0.2% | 34 |
|
|
2017
Q4 | $216K | Buy |
1,466
+1
| +0.1% | +$147 | 0.13% | 44 |
|
|
2017
Q3 | $209K | Buy |
+1,465
| New | +$209K | 0.14% | 49 |
|