HCA
Heck Capital Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $935K | Buy |
3,940
+2,770
| +237% | +$657K | 0.08% | 103 |
|
2025
Q1 | $259K | Buy |
1,170
+5
| +0.4% | +$1.11K | 0.03% | 144 |
|
2024
Q4 | $280K | Buy |
1,165
+8
| +0.7% | +$1.92K | 0.03% | 134 |
|
2024
Q3 | $275K | Buy |
1,157
+4
| +0.3% | +$949 | 0.03% | 135 |
|
2024
Q2 | $251K | Hold |
1,153
| – | – | 0.03% | 133 |
|
2024
Q1 | $264K | Buy |
1,153
+3
| +0.3% | +$686 | 0.04% | 128 |
|
2023
Q4 | $245K | Buy |
1,150
+6
| +0.5% | +$1.28K | 0.04% | 127 |
|
2023
Q3 | $216K | Buy |
1,144
+5
| +0.4% | +$945 | 0.04% | 124 |
|
2023
Q2 | $227K | Sell |
1,139
-1,348
| -54% | -$268K | 0.04% | 116 |
|
2023
Q1 | $471K | Buy |
2,487
+10
| +0.4% | +$1.9K | 0.09% | 81 |
|
2022
Q4 | $455K | Buy |
2,477
+509
| +26% | +$93.4K | 0.09% | 91 |
|
2022
Q3 | $336K | Buy |
1,968
+7
| +0.4% | +$1.2K | 0.07% | 93 |
|
2022
Q2 | $345K | Buy |
1,961
+7
| +0.4% | +$1.23K | 0.07% | 93 |
|
2022
Q1 | $415K | Buy |
1,954
+2
| +0.1% | +$425 | 0.08% | 91 |
|
2021
Q4 | $441K | Buy |
1,952
+9
| +0.5% | +$2.03K | 0.08% | 89 |
|
2021
Q3 | $425K | Buy |
1,943
+5
| +0.3% | +$1.09K | 0.08% | 90 |
|
2021
Q2 | $437K | Buy |
1,938
+273
| +16% | +$61.5K | 0.09% | 91 |
|
2021
Q1 | $356K | Hold |
1,665
| – | – | 0.08% | 90 |
|
2020
Q4 | $324K | Buy |
+1,665
| New | +$324K | 0.08% | 86 |
|