RWA Wealth Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $101M | Buy |
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|
2025
Q2 | $91.1M | Buy |
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|
2025
Q1 | $80.6M | Buy |
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|
2024
Q4 | $81.5M | Buy |
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|
2024
Q3 | $75.7M | Buy |
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|
2024
Q2 | $68.4M | Buy |
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|
2024
Q1 | $70.6M | Buy |
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|
2023
Q4 | $64.9M | Buy |
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|
2023
Q3 | $55.8M | Buy |
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|
2023
Q2 | $56.3M | Buy |
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|
2023
Q1 | $49.3M | Buy |
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|
2022
Q4 | $49.4M | Buy |
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|
2022
Q3 | $557K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $207K | Sell |
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|
2019
Q4 | $6.52M | Buy |
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|
2019
Q3 | $5.92M | Sell |
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|
2019
Q2 | $7.59M | Buy |
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|
2019
Q1 | $7.07M | Buy |
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|
2018
Q4 | $3.94M | Sell |
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|
2018
Q3 | $4.96M | Buy |
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|
2018
Q2 | $2.34M | Buy |
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|
2018
Q1 | $284K | Sell |
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|
2017
Q4 | $376K | Buy |
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|
2017
Q3 | $272K | Sell |
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|
2017
Q2 | $328K | Hold |
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|
2017
Q1 | $328K | Buy |
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