HWA
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HCR Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

HCR Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$244K Buy
+1,027
New +$244K 0.03% 207
2020
Q1 		– Sell
-2
Closed – – 260
2019
Q4 		$0 Buy
+2
New – ﹤0.01% 251