HA
Herold 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 | $292K | Sell |
1,233
-15
| -1% | -$3.56K | 0.06% | 241 |
|
|
2025
Q1 | $277K | Sell |
1,248
-22
| -2% | -$4.88K | 0.06% | 229 |
|
|
2024
Q4 | $305K | Hold |
1,270
| – | – | 0.07% | 217 |
|
|
2024
Q3 | $301K | Sell |
1,270
-156
| -11% | -$37K | 0.07% | 224 |
|
|
2024
Q2 | $311K | Sell |
1,426
-7
| -0.5% | -$1.53K | 0.07% | 214 |
|
|
2024
Q1 | $328K | Buy |
1,433
+18
| +1% | +$4.12K | 0.08% | 210 |
|
|
2023
Q4 | $302K | Sell |
1,415
-18
| -1% | -$3.84K | 0.08% | 203 |
|
|
2023
Q3 | $271K | Sell |
1,433
-14
| -1% | -$2.65K | 0.08% | 206 |
|
|
2023
Q2 | $288K | Sell |
1,447
-11
| -0.8% | -$2.19K | 0.09% | 202 |
|
|
2023
Q1 | $276K | Buy |
+1,458
| New | +$276K | 0.1% | 193 |
|
|
2021
Q4 | – | Sell |
-595
| Closed | -$130K | – | 627 |
|
|
2021
Q3 | $130K | Buy |
+595
| New | +$130K | 0.05% | 243 |
|