HWP
Highline 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 | $1.62M | Sell |
6,830
-124
| -2% | -$29.4K | 0.48% | 43 |
|
|
2025
Q1 | $1.54M | Sell |
6,954
-281
| -4% | -$62.3K | 0.52% | 42 |
|
|
2024
Q4 | $1.74M | Sell |
7,235
-310
| -4% | -$74.5K | 0.57% | 38 |
|
|
2024
Q3 | $1.79M | Sell |
7,545
-1,099
| -13% | -$261K | 0.6% | 39 |
|
|
2024
Q2 | $1.88M | Sell |
8,644
-1,954
| -18% | -$426K | 0.71% | 33 |
|
|
2024
Q1 | $2.42M | Buy |
10,598
+1,059
| +11% | +$242K | 0.99% | 24 |
|
|
2023
Q4 | $2.03M | Buy |
9,539
+1,760
| +23% | +$375K | 0.99% | 28 |
|
|
2023
Q3 | $1.47M | Buy |
7,779
+299
| +4% | +$56.5K | 0.91% | 29 |
|
|
2023
Q2 | $1.49M | Sell |
7,480
-116
| -2% | -$23.1K | 0.94% | 32 |
|
|
2023
Q1 | $1.44M | Sell |
7,596
-1,497
| -16% | -$284K | 0.98% | 31 |
|
|
2022
Q4 | $1.67M | Buy |
9,093
+4,348
| +92% | +$798K | 1.23% | 25 |
|
|
2022
Q3 | $811K | Buy |
+4,745
| New | +$811K | 0.66% | 40 |
|