HCIA
Hochman Cole Investment Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $351K | Sell |
1,253
-103
| -8% | -$28.9K | 0.14% | 92 |
|
|
2021
Q2 | $393K | Sell |
1,356
-349
| -20% | -$101K | 0.16% | 87 |
|
|
2021
Q1 | $468K | Hold |
1,705
| – | – | 0.2% | 79 |
|
|
2020
Q4 | $456K | Sell |
1,705
-237
| -12% | -$63.4K | 0.2% | 79 |
|
|
2020
Q3 | $417K | Sell |
1,942
-349
| -15% | -$74.9K | 0.21% | 73 |
|
|
2020
Q2 | $457K | Hold |
2,291
| – | – | 0.25% | 70 |
|
|
2020
Q1 | $344K | Hold |
2,291
| – | – | 0.24% | 71 |
|
|
2019
Q4 | $455K | Hold |
2,291
| – | – | 0.25% | 69 |
|
|
2019
Q3 | $417K | Sell |
2,291
-160
| -7% | -$29.1K | 0.26% | 68 |
|
|
2019
Q2 | $456K | Hold |
2,451
| – | – | 0.27% | 70 |
|
|
2019
Q1 | $440K | Hold |
2,451
| – | – | 0.26% | 74 |
|
|
2018
Q4 | $369K | Hold |
2,451
| – | – | 0.25% | 71 |
|
|
2018
Q3 | $459K | Hold |
2,451
| – | – | 0.29% | 59 |
|
|
2018
Q2 | $431K | Hold |
2,451
| – | – | 0.28% | 61 |
|
|
2018
Q1 | $402K | Hold |
2,451
| – | – | 0.28% | 61 |
|
|
2017
Q4 | $394K | Hold |
2,451
| – | – | 0.25% | 60 |
|
|
2017
Q3 | $374K | Buy |
2,451
+1
| +0% | +$153 | 0.24% | 63 |
|
|
2017
Q2 | $357K | Buy |
2,450
+6
| +0.2% | +$874 | 0.25% | 64 |
|
|
2017
Q1 | $344K | Buy |
2,444
+6
| +0.2% | +$845 | 0.25% | 63 |
|
|
2016
Q4 | $325K | Hold |
2,438
| – | – | 0.24% | 63 |
|
|
2016
Q3 | $321K | Buy |
2,438
+3
| +0.1% | +$395 | 0.24% | 63 |
|
|
2016
Q2 | $302K | Buy |
2,435
+4
| +0.2% | +$496 | 0.25% | 59 |
|
|
2016
Q1 | $289K | Buy |
2,431
+7
| +0.3% | +$832 | 0.25% | 62 |
|
|
2015
Q4 | $294K | Buy |
+2,424
| New | +$294K | 0.25% | 60 |
|