Hazlett, Burt & Watson’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
968
+64
| +7% | +$15.1K | 0.09% | 186 |
|
|
2025
Q1 | $203K | Sell |
904
-208
| -19% | -$46.7K | 0.09% | 192 |
|
|
2024
Q4 | $265K | Sell |
1,112
-7
| -0.6% | -$1.67K | 0.12% | 166 |
|
|
2024
Q3 | $265K | Buy |
1,119
+484
| +76% | +$115K | 0.12% | 166 |
|
|
2024
Q2 | $137K | Sell |
635
-19
| -3% | -$4.1K | 0.07% | 230 |
|
|
2024
Q1 | $149K | Buy |
654
+99
| +18% | +$22.6K | 0.09% | 197 |
|
|
2023
Q4 | $119K | Buy |
555
+95
| +21% | +$20.4K | 0.08% | 204 |
|
|
2023
Q3 | $85K | Buy |
460
+34
| +8% | +$6.28K | 0.06% | 243 |
|
|
2023
Q2 | $86K | Buy |
426
+277
| +186% | +$55.9K | 0.06% | 228 |
|
|
2023
Q1 | $27K | Buy |
149
+1
| +0.7% | +$181 | 0.02% | 356 |
|
|
2022
Q4 | $27K | Buy |
148
+50
| +51% | +$9.12K | 0.02% | 351 |
|
|
2022
Q3 | $17K | Hold |
98
| – | – | 0.02% | 397 |
|
|
2022
Q2 | $17K | Hold |
98
| – | – | 0.02% | 399 |
|
|
2022
Q1 | $21K | Buy |
+98
| New | +$21K | 0.02% | 391 |
|