RWM
Ruedi Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-45
| Closed | -$10K | – | 306 |
|
|
2025
Q1 | $10K | Hold |
45
| – | – | ﹤0.01% | 165 |
|
|
2024
Q4 | $10.8K | Hold |
45
| – | – | ﹤0.01% | 160 |
|
|
2024
Q3 | $10.6K | Buy |
45
+1
| +2% | +$235 | ﹤0.01% | 167 |
|
|
2024
Q2 | $9.7K | Hold |
44
| – | – | ﹤0.01% | 184 |
|
|
2024
Q1 | $10.2K | Hold |
44
| – | – | ﹤0.01% | 163 |
|
|
2023
Q4 | $9.47K | Hold |
44
| – | – | ﹤0.01% | 144 |
|
|
2023
Q3 | $8.35K | Hold |
44
| – | – | ﹤0.01% | 139 |
|
|
2023
Q2 | $8.75K | Hold |
44
| – | – | 0.01% | 143 |
|
|
2023
Q1 | $8.3K | Hold |
44
| – | – | 0.01% | 167 |
|
|
2022
Q4 | $8.01K | Buy |
+44
| New | +$8.01K | 0.01% | 153 |
|