HFS
Hoge Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.33M | Buy |
39,296
+2,456
| +7% | +$583K | 5.8% | 6 |
|
2025
Q1 | $8.17M | Buy |
36,840
+1,859
| +5% | +$412K | 5.71% | 6 |
|
2024
Q4 | $8.41M | Buy |
34,981
+367
| +1% | +$88.2K | 6.16% | 5 |
|
2024
Q3 | $8.21M | Sell |
34,614
-555
| -2% | -$132K | 6.18% | 6 |
|
2024
Q2 | $7.67M | Buy |
35,169
+1,319
| +4% | +$288K | 6.28% | 6 |
|
2024
Q1 | $7.74M | Buy |
33,850
+4,266
| +14% | +$975K | 6.32% | 6 |
|
2023
Q4 | $6.31M | Buy |
+29,584
| New | +$6.31M | 6.33% | 6 |
|