HHM Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Buy |
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|
2025
Q1 | $560K | Sell |
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|
2024
Q4 | $655K | Hold |
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|
2024
Q3 | $646K | Sell |
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|
2024
Q2 | $601K | Buy |
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|
2024
Q1 | $624K | Hold |
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|
2023
Q4 | $582K | Buy |
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|
2023
Q3 | $413K | Hold |
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|
2023
Q2 | $434K | Hold |
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|
2023
Q1 | $414K | Buy |
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|
2022
Q4 | $387K | Buy |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $73K | Hold |
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|
2022
Q1 | $88K | Hold |
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|
2021
Q4 | $93K | Hold |
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|
2021
Q3 | $90K | Hold |
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|
2021
Q2 | $93K | Hold |
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|
2021
Q1 | $88K | Hold |
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|
2020
Q4 | $80K | Hold |
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|
2020
Q3 | $63K | Sell |
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|
2020
Q2 | $80K | Hold |
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|
2020
Q1 | $64K | Buy |
|