HCIA
Hochman Cole Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5.22M | Sell |
23,884
-2,108
| -8% | -$461K | 2.05% | 12 |
|
|
2021
Q2 | $5.86M | Sell |
25,992
-876
| -3% | -$197K | 2.34% | 10 |
|
|
2021
Q1 | $5.75M | Sell |
26,868
-930
| -3% | -$199K | 2.41% | 10 |
|
|
2020
Q4 | $5.41M | Sell |
27,798
-1,838
| -6% | -$358K | 2.33% | 12 |
|
|
2020
Q3 | $4.56M | Sell |
29,636
-1,240
| -4% | -$191K | 2.24% | 13 |
|
|
2020
Q2 | $4.5M | Sell |
30,876
-42
| -0.1% | -$6.12K | 2.48% | 9 |
|
|
2020
Q1 | $3.57M | Sell |
30,918
-33
| -0.1% | -$3.81K | 2.45% | 9 |
|
|
2019
Q4 | $5.13M | Sell |
30,951
-1,724
| -5% | -$286K | 2.79% | 8 |
|
|
2019
Q3 | $5.03M | Sell |
32,675
-1,204
| -4% | -$185K | 3.14% | 7 |
|
|
2019
Q2 | $5.31M | Sell |
33,879
-858
| -2% | -$134K | 3.16% | 6 |
|
|
2019
Q1 | $5.31M | Buy |
34,737
+1,652
| +5% | +$252K | 3.16% | 6 |
|
|
2018
Q4 | $4.37M | Buy |
33,085
+44
| +0.1% | +$5.81K | 3% | 6 |
|
|
2018
Q3 | $5.37M | Buy |
33,041
+243
| +0.7% | +$39.5K | 3.35% | 6 |
|
|
2018
Q2 | $5.11M | Buy |
32,798
+754
| +2% | +$117K | 3.36% | 6 |
|
|
2018
Q1 | $4.71M | Buy |
32,044
+714
| +2% | +$105K | 3.29% | 6 |
|
|
2017
Q4 | $4.63M | Buy |
31,330
+308
| +1% | +$45.5K | 2.92% | 8 |
|
|
2017
Q3 | $4.38M | Sell |
31,022
-552
| -2% | -$78K | 2.87% | 7 |
|
|
2017
Q2 | $4.28M | Buy |
31,574
+88
| +0.3% | +$11.9K | 2.96% | 9 |
|
|
2017
Q1 | $4.2M | Sell |
31,486
-254
| -0.8% | -$33.8K | 3.05% | 7 |
|
|
2016
Q4 | $4.09M | Buy |
31,740
+367
| +1% | +$47.3K | 2.97% | 8 |
|
|
2016
Q3 | $3.83M | Sell |
31,373
-20,919
| -40% | -$2.56M | 2.86% | 10 |
|
|
2016
Q2 | $5.94M | Buy |
52,292
+26,078
| +99% | +$2.96M | 4.87% | 5 |
|
|
2016
Q1 | $2.92M | Buy |
26,214
+78
| +0.3% | +$8.7K | 2.49% | 13 |
|
|
2015
Q4 | $2.89M | Buy |
+26,136
| New | +$2.89M | 2.45% | 15 |
|