HAM
Harmony Asset 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 | $620K | Buy |
2,618
+206
| +9% | +$48.8K | 0.23% | 101 |
|
|
2025
Q1 | $535K | Buy |
2,412
+418
| +21% | +$92.7K | 0.22% | 101 |
|
|
2024
Q4 | $479K | Buy |
1,994
+57
| +3% | +$13.7K | 0.19% | 102 |
|
|
2024
Q3 | $459K | Buy |
1,937
+312
| +19% | +$74K | 0.17% | 109 |
|
|
2024
Q2 | $354K | Sell |
1,625
-44
| -3% | -$9.59K | 0.15% | 113 |
|
|
2024
Q1 | $382K | Buy |
+1,669
| New | +$382K | 0.16% | 105 |
|