HWP
Hibernia Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $951K | Buy |
4,015
+2,063
| +106% | +$489K | 0.31% | 30 |
|
2025
Q1 | $433K | Buy |
1,952
+154
| +9% | +$34.2K | 0.31% | 29 |
|
2024
Q4 | $432K | Sell |
1,798
-2,974
| -62% | -$715K | 0.28% | 36 |
|
2024
Q3 | $1.13M | Buy |
4,772
+1,307
| +38% | +$310K | 0.34% | 32 |
|
2024
Q2 | $756K | Buy |
3,465
+790
| +30% | +$172K | 0.26% | 33 |
|
2024
Q1 | $612K | Buy |
2,675
+43
| +2% | +$9.83K | 0.41% | 35 |
|
2023
Q4 | $561K | Buy |
2,632
+817
| +45% | +$174K | 0.42% | 31 |
|
2023
Q3 | $343K | Buy |
+1,815
| New | +$343K | 0.27% | 40 |
|