RVW Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Sell
1,075
-291
-21% -$69K 0.02% 149
2025
Q1
$303K Sell
1,366
-387
-22% -$85.8K 0.03% 130
2024
Q4
$421K Buy
1,753
+120
+7% +$28.8K 0.04% 102
2024
Q3
$387K Sell
1,633
-50
-3% -$11.9K 0.04% 107
2024
Q2
$367K Buy
1,683
+460
+38% +$100K 0.04% 109
2024
Q1
$280K Buy
1,223
+275
+29% +$62.8K 0.03% 123
2023
Q4
$202K Buy
948
+529
+126% +$113K 0.02% 138
2023
Q3
$79.2K Buy
+419
New +$79.2K 0.01% 194
2023
Q2
Sell
-1,210
Closed -$229K 159
2023
Q1
$229K Sell
1,210
-490
-29% -$92.9K 0.03% 138
2022
Q4
$312K Hold
1,700
0.04% 121
2022
Q3
$291K Sell
1,700
-4
-0.2% -$685 0.04% 115
2022
Q2
$300K Buy
1,704
+4
+0.2% +$704 0.04% 113
2022
Q1
$361K Hold
1,700
0.04% 106
2021
Q4
$384K Buy
1,700
+490
+40% +$111K 0.04% 102
2021
Q3
$0 Buy
+1,210
New ﹤0.01% 119