RIM
RW Investment 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 | $8.2M | Sell |
34,618
-187
| -0.5% | -$44.3K | 0.91% | 11 |
|
|
2025
Q1 | $7.72M | Buy |
34,805
+4,911
| +16% | +$1.09M | 0.95% | 11 |
|
|
2024
Q4 | $7.18M | Buy |
29,894
+860
| +3% | +$207K | 0.88% | 11 |
|
|
2024
Q3 | $6.89M | Buy |
29,034
+4,798
| +20% | +$1.14M | 0.86% | 9 |
|
|
2024
Q2 | $5.28M | Buy |
24,236
+4,782
| +25% | +$1.04M | 0.71% | 10 |
|
|
2024
Q1 | $4.45M | Sell |
19,454
-1,431
| -7% | -$327K | 0.62% | 11 |
|
|
2023
Q4 | $4.46M | Buy |
20,885
+641
| +3% | +$137K | 0.68% | 11 |
|
|
2023
Q3 | $3.83M | Buy |
20,244
+705
| +4% | +$133K | 0.7% | 12 |
|
|
2023
Q2 | $3.89M | Buy |
19,539
+6,560
| +51% | +$1.3M | 0.81% | 13 |
|
|
2023
Q1 | $2.46M | Buy |
12,979
+6,054
| +87% | +$1.15M | 0.68% | 16 |
|
|
2022
Q4 | $1.27M | Buy |
+6,925
| New | +$1.27M | 0.5% | 20 |
|