HB Wealth 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 | $17.6M | Buy |
74,160
+7,626
| +11% | +$1.81M | 0.14% | 80 |
|
|
2025
Q1 | $14.8M | Buy |
66,534
+1,592
| +2% | +$353K | 0.12% | 95 |
|
|
2024
Q4 | $15.6M | Sell |
64,942
-2,625
| -4% | -$631K | 0.16% | 67 |
|
|
2024
Q3 | $16M | Sell |
67,567
-2,828
| -4% | -$671K | 0.17% | 67 |
|
|
2024
Q2 | $15.3M | Sell |
70,395
-3,654
| -5% | -$797K | 0.18% | 61 |
|
|
2024
Q1 | $16.9M | Sell |
74,049
-3,685
| -5% | -$842K | 0.21% | 54 |
|
|
2023
Q4 | $16.6M | Buy |
77,734
+6,182
| +9% | +$1.32M | 0.24% | 48 |
|
|
2023
Q3 | $13.5M | Sell |
71,552
-323
| -0.4% | -$61.1K | 0.22% | 53 |
|
|
2023
Q2 | $14.3M | Buy |
71,875
+1,400
| +2% | +$278K | 0.23% | 49 |
|
|
2023
Q1 | $13.4M | Sell |
70,475
-1,001
| -1% | -$190K | 0.23% | 49 |
|
|
2022
Q4 | $13.1M | Sell |
71,476
-4,046
| -5% | -$743K | 0.24% | 51 |
|
|
2022
Q3 | $12.9M | Buy |
75,522
+10,382
| +16% | +$1.77M | 0.27% | 40 |
|
|
2022
Q2 | $11.5M | Sell |
65,140
-5,263
| -7% | -$927K | 0.24% | 41 |
|
|
2022
Q1 | $15M | Buy |
70,403
+11,745
| +20% | +$2.5M | 0.28% | 34 |
|
|
2021
Q4 | $13.3M | Buy |
+58,658
| New | +$13.3M | 0.27% | 34 |
|