RCM
RMR Capital Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
10,240
-3,831
| -27% | -$747K | 1.43% | 18 |
|
|
2025
Q1 | $2.62M | Sell |
14,071
-135
| -1% | -$25.1K | 1.86% | 12 |
|
|
2024
Q4 | $2.82M | Sell |
14,206
-127
| -0.9% | -$25.2K | 2.08% | 12 |
|
|
2024
Q3 | $2.88M | Buy |
14,333
+210
| +1% | +$42.2K | 2.36% | 9 |
|
|
2024
Q2 | $2.58M | Sell |
14,123
-89
| -0.6% | -$16.2K | 2.35% | 9 |
|
|
2024
Q1 | $2.73M | Buy |
14,212
+1,121
| +9% | +$215K | 2.5% | 7 |
|
|
2023
Q4 | $2.36M | Buy |
+13,091
| New | +$2.36M | 2.68% | 8 |
|