RSS
Rosenblum Silverman Sutton’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $936K | Hold |
3,948
| – | – | 0.23% | 47 |
|
2025
Q1 | $875K | Buy |
3,948
+625
| +19% | +$139K | 0.24% | 47 |
|
2024
Q4 | $798K | Sell |
3,323
-140
| -4% | -$33.6K | 0.2% | 52 |
|
2024
Q3 | $821K | Hold |
3,463
| – | – | 0.21% | 52 |
|
2024
Q2 | $755K | Hold |
3,463
| – | – | 0.2% | 52 |
|
2024
Q1 | $792K | Hold |
3,463
| – | – | 0.22% | 53 |
|
2023
Q4 | $739K | Hold |
3,463
| – | – | 0.24% | 51 |
|
2023
Q3 | $655K | Sell |
3,463
-80
| -2% | -$15.1K | 0.22% | 55 |
|
2023
Q2 | $705K | Sell |
3,543
-95
| -3% | -$18.9K | 0.23% | 52 |
|
2023
Q1 | $690K | Sell |
3,638
-135
| -4% | -$25.6K | 0.25% | 47 |
|
2022
Q4 | $692K | Buy |
3,773
+215
| +6% | +$39.4K | 0.25% | 48 |
|
2022
Q3 | $608K | Buy |
3,558
+8
| +0.2% | +$1.37K | 0.22% | 55 |
|
2022
Q2 | $625K | Hold |
3,550
| – | – | 0.2% | 55 |
|
2022
Q1 | $755K | Sell |
3,550
-722
| -17% | -$154K | 0.19% | 51 |
|
2021
Q4 | $966K | Buy |
4,272
+1,438
| +51% | +$325K | 0.22% | 48 |
|
2021
Q3 | $620K | Hold |
2,834
| – | – | 0.14% | 52 |
|
2021
Q2 | $639K | Buy |
2,834
+71
| +3% | +$16K | 0.14% | 51 |
|
2021
Q1 | $592K | Sell |
2,763
-28
| -1% | -$6K | 0.15% | 51 |
|
2020
Q4 | $543K | Hold |
2,791
| – | – | 0.14% | 50 |
|
2020
Q3 | $429K | Sell |
2,791
-806
| -22% | -$124K | 0.12% | 53 |
|
2020
Q2 | $524K | Sell |
3,597
-1,240
| -26% | -$181K | 0.17% | 49 |
|
2020
Q1 | $558K | Buy |
+4,837
| New | +$558K | 0.22% | 52 |
|