RFA
Rollins Financial Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-734
| Closed | -$206K | – | 142 |
|
2024
Q4 | $206K | Sell |
734
-175
| -19% | -$49K | 0.03% | 125 |
|
2024
Q3 | $243K | Buy |
909
+17
| +2% | +$4.54K | 0.04% | 118 |
|
2024
Q2 | $223K | Hold |
892
| – | – | 0.04% | 116 |
|
2024
Q1 | $233K | Buy |
892
+11
| +1% | +$2.87K | 0.04% | 106 |
|
2023
Q4 | $213K | Buy |
+881
| New | +$213K | 0.04% | 95 |
|