RFA
RTD Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.67M | Buy |
23,923
+6,433
| +37% | +$1.52M | 0.73% | 36 |
|
2025
Q1 | $3.88M | Buy |
17,490
+1,680
| +11% | +$373K | 0.52% | 42 |
|
2024
Q4 | $3.8M | Buy |
15,810
+198
| +1% | +$47.6K | 0.49% | 41 |
|
2024
Q3 | $3.7M | Buy |
15,612
+2
| +0% | +$474 | 0.47% | 42 |
|
2024
Q2 | $3.4M | Sell |
15,610
-52
| -0.3% | -$11.3K | 0.46% | 42 |
|
2024
Q1 | $3.58M | Sell |
15,662
-1,164
| -7% | -$266K | 0.48% | 41 |
|
2023
Q4 | $3.59M | Sell |
16,826
-1,064
| -6% | -$227K | 0.5% | 41 |
|
2023
Q3 | $3.38M | Sell |
17,890
-468
| -3% | -$88.5K | 0.52% | 41 |
|
2023
Q2 | $3.65M | Buy |
18,358
+98
| +0.5% | +$19.5K | 0.53% | 40 |
|
2023
Q1 | $3.46M | Sell |
18,260
-313
| -2% | -$59.3K | 0.54% | 39 |
|
2022
Q4 | $3.41M | Sell |
18,573
-402
| -2% | -$73.8K | 0.56% | 39 |
|
2022
Q3 | $3.24M | Sell |
18,975
-693
| -4% | -$118K | 0.6% | 38 |
|
2022
Q2 | $3.46M | Sell |
19,668
-68
| -0.3% | -$12K | 0.53% | 44 |
|
2022
Q1 | $4.19M | Buy |
19,736
+82
| +0.4% | +$17.4K | 0.57% | 40 |
|
2021
Q4 | $4.44M | Buy |
+19,654
| New | +$4.44M | 0.58% | 40 |
|