HHRDM
H&H Retirement Design & Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,553
| Closed | -$501K | – | 92 |
|
|
2022
Q4 | $501K | Sell |
2,553
-367
| -13% | -$72K | 0.42% | 42 |
|
|
2022
Q3 | $505K | Sell |
2,920
-100
| -3% | -$17.3K | 0.48% | 38 |
|
|
2022
Q2 | $588K | Buy |
3,020
+482
| +19% | +$93.8K | 0.43% | 42 |
|
|
2022
Q1 | $524K | Sell |
2,538
-1,156
| -31% | -$239K | 0.36% | 38 |
|
|
2021
Q4 | $754K | Sell |
3,694
-14,716
| -80% | -$3M | 0.48% | 37 |
|
|
2021
Q3 | $4.07M | Buy |
18,410
+167
| +0.9% | +$36.9K | 2.5% | 19 |
|
|
2021
Q2 | $4.03M | Sell |
18,243
-835
| -4% | -$185K | 2.47% | 18 |
|
|
2021
Q1 | $4.18M | Buy |
+19,078
| New | +$4.18M | 2.51% | 18 |
|
|
2020
Q3 | $2.79M | Sell |
18,144
-20,433
| -53% | -$3.14M | 2.19% | 19 |
|
|
2020
Q2 | $5.62M | Sell |
38,577
-371
| -1% | -$54.1K | 4.98% | 6 |
|
|
2020
Q1 | $4.5M | Buy |
+38,948
| New | +$4.5M | 4.27% | 10 |
|