HNWAG
High Net Worth Advisory Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
5,213
+164
| +3% | +$32K | 0.27% | 83 |
|
|
2025
Q1 | $941K | Buy |
5,049
+19
| +0.4% | +$3.54K | 0.27% | 88 |
|
|
2024
Q4 | $998K | Buy |
5,030
+509
| +11% | +$101K | 0.28% | 79 |
|
|
2024
Q3 | $908K | Buy |
4,521
+1,434
| +46% | +$288K | 0.25% | 91 |
|
|
2024
Q2 | $564K | Buy |
3,087
+1,513
| +96% | +$276K | 0.17% | 108 |
|
|
2024
Q1 | $302K | Buy |
+1,574
| New | +$302K | 0.1% | 164 |
|
|
2023
Q1 | – | Sell |
-103
| Closed | -$16.4K | – | 557 |
|
|
2022
Q4 | $16.4K | Sell |
103
-10
| -9% | -$1.59K | 0.01% | 458 |
|
|
2022
Q3 | $16K | Buy |
+113
| New | +$16K | 0.01% | 485 |
|