FHC
First Heartland Consultants’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Buy |
20,327
+3,223
| +19% | +$764K | 0.43% | 61 |
|
|
2025
Q1 | $3.79M | Sell |
17,104
-2,511
| -13% | -$557K | 0.39% | 67 |
|
|
2024
Q4 | $4.71M | Buy |
19,615
+773
| +4% | +$186K | 0.48% | 53 |
|
|
2024
Q3 | $4.47M | Sell |
18,842
-14,491
| -43% | -$3.44M | 0.48% | 50 |
|
|
2024
Q2 | $7.27K | Sell |
33,333
-186
| -0.6% | -$41 | 0.51% | 40 |
|
|
2024
Q1 | $7.66M | Buy |
33,519
+1,534
| +5% | +$351K | 0.8% | 36 |
|
|
2023
Q4 | $6.82M | Buy |
31,985
+8,919
| +39% | +$1.9M | 0.82% | 33 |
|
|
2023
Q3 | $4.36M | Sell |
23,066
-10
| -0% | -$1.89K | 0.55% | 54 |
|
|
2023
Q2 | $4.59M | Buy |
23,076
+1,499
| +7% | +$298K | 0.59% | 42 |
|
|
2023
Q1 | $4.09M | Buy |
21,577
+1,989
| +10% | +$377K | 0.62% | 43 |
|
|
2022
Q4 | $3.6M | Buy |
19,588
+276
| +1% | +$50.7K | 0.58% | 44 |
|
|
2022
Q3 | $3.3K | Buy |
19,312
+2,326
| +14% | +$397 | 0.28% | 46 |
|
|
2022
Q2 | $2.99M | Buy |
16,986
+8,410
| +98% | +$1.48M | 0.47% | 47 |
|
|
2022
Q1 | $1.82M | Sell |
8,576
-2,165
| -20% | -$460K | 0.28% | 75 |
|
|
2021
Q4 | $2.43K | Sell |
10,741
-38
| -0.4% | -$9 | 0.09% | 65 |
|
|
2021
Q3 | $2.36M | Sell |
10,779
-612
| -5% | -$134K | 0.36% | 71 |
|
|
2021
Q2 | $2.57M | Buy |
11,391
+295
| +3% | +$66.5K | 0.39% | 70 |
|
|
2021
Q1 | $2.38M | Sell |
11,096
-700
| -6% | -$150K | 0.38% | 71 |
|
|
2020
Q4 | $2.3M | Sell |
11,796
-110
| -0.9% | -$21.4K | 0.38% | 58 |
|
|
2020
Q3 | $1.83M | Sell |
11,906
-146
| -1% | -$22.5K | 0.35% | 68 |
|
|
2020
Q2 | $1.76M | Buy |
12,052
+1,174
| +11% | +$171K | 0.35% | 67 |
|
|
2020
Q1 | $1.26M | Sell |
10,878
-497
| -4% | -$57.4K | 0.32% | 75 |
|
|
2019
Q4 | $1.88M | Buy |
11,375
+155
| +1% | +$25.7K | 0.37% | 68 |
|
|
2019
Q3 | $1.73M | Sell |
11,220
-116
| -1% | -$17.9K | 0.37% | 69 |
|
|
2019
Q2 | $1.78M | Sell |
11,336
-1,009
| -8% | -$158K | 0.43% | 63 |
|
|
2019
Q1 | $1.89M | Sell |
12,345
-261
| -2% | -$39.9K | 0.53% | 48 |
|
|
2018
Q4 | $1.66M | Buy |
12,606
+1,256
| +11% | +$166K | 0.62% | 51 |
|
|
2018
Q3 | $1.85M | Buy |
11,350
+747
| +7% | +$121K | 0.58% | 49 |
|
|
2018
Q2 | $1.65M | Buy |
10,603
+689
| +7% | +$107K | 0.58% | 49 |
|
|
2018
Q1 | $1.46M | Buy |
9,914
+968
| +11% | +$142K | 0.44% | 69 |
|
|
2017
Q4 | $1.32M | Buy |
8,946
+162
| +2% | +$23.9K | 0.4% | 74 |
|
|
2017
Q3 | $1.24M | Buy |
8,784
+1,058
| +14% | +$149K | 0.3% | 97 |
|
|
2017
Q2 | $1.05M | Buy |
7,726
+342
| +5% | +$46.3K | 0.27% | 102 |
|
|
2017
Q1 | $984K | Buy |
7,384
+2,047
| +38% | +$273K | 0.27% | 108 |
|
|
2016
Q4 | $688K | Buy |
5,337
+2,336
| +78% | +$301K | 0.21% | 136 |
|
|
2016
Q3 | $367K | Buy |
+3,001
| New | +$367K | 0.11% | 207 |
|
|
2013
Q3 | – | Sell |
-694
| Closed | -$65K | – | 362 |
|
|
2013
Q2 | $65K | Buy |
+694
| New | +$65K | 0.04% | 253 |
|