RWM
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RKL Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

RKL Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-843
Closed -$203K – 177
2024
Q4 		$203K Buy
+843
New +$203K 0.02% 172
2024
Q2 		– Sell
-897
Closed -$205K – 156
2024
Q1 		$205K Buy
+897
New +$205K 0.02% 156