RFP
Root Financial Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
9,013
+1,330
| +17% | +$315K | 0.21% | 42 |
|
|
2025
Q1 | $1.7M | Buy |
7,683
+1,737
| +29% | +$385K | 0.18% | 41 |
|
|
2024
Q4 | $1.43M | Buy |
5,946
+1,169
| +24% | +$281K | 0.18% | 44 |
|
|
2024
Q3 | $1.13M | Buy |
4,777
+600
| +14% | +$142K | 0.18% | 45 |
|
|
2024
Q2 | $911K | Buy |
4,177
+1,758
| +73% | +$383K | 0.21% | 38 |
|
|
2024
Q1 | $553K | Sell |
2,419
-18
| -0.7% | -$4.12K | 0.16% | 53 |
|
|
2023
Q4 | $520K | Buy |
2,437
+87
| +4% | +$18.6K | 0.2% | 51 |
|
|
2023
Q3 | $444K | Buy |
2,350
+532
| +29% | +$101K | 0.24% | 45 |
|
|
2023
Q2 | $362K | Buy |
1,818
+92
| +5% | +$18.3K | 0.22% | 48 |
|
|
2023
Q1 | $327K | Buy |
+1,726
| New | +$327K | 0.23% | 51 |
|