HWA
HHM Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-169
| Closed | -$31.6K | – | 856 |
|
|
2023
Q1 | $31.6K | Sell |
169
-93
| -35% | -$17.4K | 0.01% | 339 |
|
|
2022
Q4 | $45.6K | Sell |
262
-48
| -15% | -$8.36K | 0.01% | 255 |
|
|
2022
Q3 | $51K | Hold |
310
| – | – | 0.01% | 231 |
|
|
2022
Q2 | $53K | Hold |
310
| – | – | 0.01% | 271 |
|
|
2022
Q1 | $65K | Sell |
310
-350
| -53% | -$73.4K | 0.02% | 266 |
|
|
2021
Q4 | $146K | Sell |
660
-42
| -6% | -$9.29K | 0.04% | 175 |
|
|
2021
Q3 | $141K | Sell |
702
-15
| -2% | -$3.01K | 0.04% | 171 |
|
|
2021
Q2 | $144K | Sell |
717
-150
| -17% | -$30.1K | 0.04% | 169 |
|
|
2021
Q1 | $161K | Hold |
867
| – | – | 0.05% | 137 |
|
|
2020
Q4 | $152K | Hold |
867
| – | – | 0.05% | 124 |
|
|
2020
Q3 | $136K | Sell |
867
-60
| -6% | -$9.41K | 0.05% | 118 |
|
|
2020
Q2 | $133K | Hold |
927
| – | – | 0.06% | 109 |
|
|
2020
Q1 | $110K | Buy |
+927
| New | +$110K | 0.05% | 112 |
|