RWA
Ropes Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,752
| Closed | -$342K | – | 283 |
|
|
2022
Q3 | $342K | Sell |
1,752
-254
| -13% | -$49.6K | 0.07% | 182 |
|
|
2022
Q2 | $395K | Sell |
2,006
-280
| -12% | -$55.1K | 0.08% | 187 |
|
|
2022
Q1 | $567K | Sell |
2,286
-20,803
| -90% | -$5.16M | 0.1% | 184 |
|
|
2021
Q4 | $6.51M | Buy |
+23,089
| New | +$6.51M | 1.14% | 18 |
|
|
2020
Q1 | – | Sell |
-52
| Closed | -$10K | – | 566 |
|
|
2019
Q4 | $10K | Hold |
52
| – | – | ﹤0.01% | 468 |
|
|
2019
Q3 | $9K | Buy |
52
+10
| +24% | +$1.73K | ﹤0.01% | 489 |
|
|
2019
Q2 | $8K | Buy |
+42
| New | +$8K | ﹤0.01% | 496 |
|