RWM
RKL Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.25M | Sell |
22,326
-5,149
| -19% | -$1.44M | 0.55% | 28 |
|
|
2025
Q1 | $7.11M | Sell |
27,475
-568
| -2% | -$147K | 0.67% | 27 |
|
|
2024
Q4 | $7.41M | Sell |
28,043
-2,823
| -9% | -$746K | 0.66% | 28 |
|
|
2024
Q3 | $8.14M | Sell |
30,866
-1,758
| -5% | -$464K | 0.74% | 28 |
|
|
2024
Q2 | $7.9M | Sell |
32,624
-1,308
| -4% | -$317K | 0.76% | 28 |
|
|
2024
Q1 | $8.48M | Buy |
33,932
+91
| +0.3% | +$22.7K | 0.84% | 28 |
|
|
2023
Q4 | $7.87M | Sell |
33,841
-118
| -0.3% | -$27.5K | 0.85% | 26 |
|
|
2023
Q3 | $7.07M | Sell |
33,959
-3,089
| -8% | -$643K | 0.87% | 26 |
|
|
2023
Q2 | $8.16M | Sell |
37,048
-56
| -0.2% | -$12.3K | 0.97% | 25 |
|
|
2023
Q1 | $7.83M | Sell |
37,104
-527
| -1% | -$111K | 0.99% | 24 |
|
|
2022
Q4 | $7.67M | Buy |
37,631
+169
| +0.5% | +$34.4K | 1.03% | 24 |
|
|
2022
Q3 | $7.04M | Buy |
37,462
+208
| +0.6% | +$39.1K | 1.01% | 25 |
|
|
2022
Q2 | $7.34M | Sell |
37,254
-65
| -0.2% | -$12.8K | 1.01% | 26 |
|
|
2022
Q1 | $8.88M | Sell |
37,319
-2
| -0% | -$476 | 1.07% | 25 |
|
|
2021
Q4 | $9.51M | Sell |
37,321
-772
| -2% | -$197K | 1.13% | 23 |
|
|
2021
Q3 | $9.02M | Sell |
38,093
-1,055
| -3% | -$250K | 1.15% | 24 |
|
|
2021
Q2 | $9.29M | Sell |
39,148
-665
| -2% | -$158K | 1.17% | 23 |
|
|
2021
Q1 | $8.81M | Sell |
39,813
-1,322
| -3% | -$293K | 1.18% | 24 |
|
|
2020
Q4 | $8.51M | Sell |
41,135
-1,980
| -5% | -$409K | 1.19% | 24 |
|
|
2020
Q3 | $7.6M | Sell |
43,115
-1,026
| -2% | -$181K | 1.21% | 25 |
|
|
2020
Q2 | $7.24M | Buy |
44,141
+3,391
| +8% | +$556K | 1.24% | 24 |
|
|
2020
Q1 | $5.37M | Buy |
40,750
+1,555
| +4% | +$205K | 1.12% | 25 |
|
|
2019
Q4 | $6.98M | Sell |
39,195
-3,757
| -9% | -$669K | 1.25% | 23 |
|
|
2019
Q3 | $7.2M | Sell |
42,952
-935
| -2% | -$157K | 1.37% | 19 |
|
|
2019
Q2 | $7.33M | Sell |
43,887
-1,890
| -4% | -$316K | 1.35% | 19 |
|
|
2019
Q1 | $7.36M | Sell |
45,777
-1,282
| -3% | -$206K | 1.44% | 17 |
|
|
2018
Q4 | $6.5M | Sell |
47,059
-883
| -2% | -$122K | 1.5% | 17 |
|
|
2018
Q3 | $7.87M | Sell |
47,942
-6,136
| -11% | -$1.01M | 1.67% | 14 |
|
|
2018
Q2 | $8.52M | Buy |
54,078
+788
| +1% | +$124K | 1.93% | 13 |
|
|
2018
Q1 | $8.22M | Buy |
53,290
+2,155
| +4% | +$332K | 1.94% | 11 |
|
|
2017
Q4 | $7.92M | Buy |
51,135
+7,676
| +18% | +$1.19M | 1.96% | 11 |
|
|
2017
Q3 | $6.39M | Buy |
43,459
+22,174
| +104% | +$3.26M | 1.79% | 16 |
|
|
2017
Q2 | $3.03M | Buy |
+21,285
| New | +$3.03M | 0.96% | 35 |
|