RWB
RMR Wealth Builders’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Hold |
807
| – | – | 0.02% | 262 |
|
|
2025
Q1 | $209K | Sell |
807
-74
| -8% | -$19.1K | 0.02% | 248 |
|
|
2024
Q4 | $233K | Buy |
881
+7
| +0.8% | +$1.85K | 0.02% | 235 |
|
|
2024
Q3 | $230K | Buy |
874
+23
| +3% | +$6.07K | 0.02% | 235 |
|
|
2024
Q2 | $206K | Hold |
851
| – | – | 0.02% | 240 |
|
|
2024
Q1 | $213K | Buy |
+851
| New | +$213K | 0.03% | 250 |
|