HWA
HHM Wealth 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 | $646K | Buy |
2,725
+200
| +8% | +$47.4K | 0.08% | 93 |
|
|
2025
Q1 | $560K | Sell |
2,525
-200
| -7% | -$44.4K | 0.08% | 98 |
|
|
2024
Q4 | $655K | Hold |
2,725
| – | – | 0.09% | 88 |
|
|
2024
Q3 | $646K | Sell |
2,725
-33
| -1% | -$7.83K | 0.09% | 79 |
|
|
2024
Q2 | $601K | Buy |
2,758
+28
| +1% | +$6.11K | 0.09% | 84 |
|
|
2024
Q1 | $624K | Hold |
2,730
| – | – | 0.1% | 67 |
|
|
2023
Q4 | $582K | Buy |
2,730
+546
| +25% | +$116K | 0.1% | 68 |
|
|
2023
Q3 | $413K | Hold |
2,184
| – | – | 0.08% | 79 |
|
|
2023
Q2 | $434K | Hold |
2,184
| – | – | 0.08% | 82 |
|
|
2023
Q1 | $414K | Buy |
2,184
+75
| +4% | +$14.2K | 0.08% | 75 |
|
|
2022
Q4 | $387K | Buy |
2,109
+2,074
| +5,926% | +$381K | 0.09% | 74 |
|
|
2022
Q3 | $6K | Sell |
35
-377
| -92% | -$64.6K | ﹤0.01% | 517 |
|
|
2022
Q2 | $73K | Hold |
412
| – | – | 0.02% | 230 |
|
|
2022
Q1 | $88K | Hold |
412
| – | – | 0.02% | 233 |
|
|
2021
Q4 | $93K | Hold |
412
| – | – | 0.02% | 226 |
|
|
2021
Q3 | $90K | Hold |
412
| – | – | 0.02% | 218 |
|
|
2021
Q2 | $93K | Hold |
412
| – | – | 0.03% | 215 |
|
|
2021
Q1 | $88K | Hold |
412
| – | – | 0.03% | 203 |
|
|
2020
Q4 | $80K | Hold |
412
| – | – | 0.03% | 201 |
|
|
2020
Q3 | $63K | Sell |
412
-139
| -25% | -$21.3K | 0.03% | 198 |
|
|
2020
Q2 | $80K | Hold |
551
| – | – | 0.03% | 174 |
|
|
2020
Q1 | $64K | Buy |
+551
| New | +$64K | 0.03% | 181 |
|