HWM
Hohimer Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
8,519
+122
| +1% | +$28.9K | 0.36% | 80 |
|
|
2025
Q1 | $1.86M | Buy |
8,397
+626
| +8% | +$139K | 0.36% | 81 |
|
|
2024
Q4 | $1.87M | Buy |
7,771
+407
| +6% | +$97.8K | 0.35% | 86 |
|
|
2024
Q3 | $1.75M | Buy |
7,364
+118
| +2% | +$28K | 0.38% | 82 |
|
|
2024
Q2 | $1.58M | Sell |
7,246
-236
| -3% | -$51.5K | 0.37% | 81 |
|
|
2024
Q1 | $1.71M | Buy |
7,482
+342
| +5% | +$78.2K | 0.4% | 78 |
|
|
2023
Q4 | $1.52M | Buy |
7,140
+455
| +7% | +$97.1K | 0.39% | 79 |
|
|
2023
Q3 | $1.26M | Buy |
6,685
+3,913
| +141% | +$740K | 0.36% | 76 |
|
|
2023
Q2 | $551K | Buy |
2,772
+1,408
| +103% | +$280K | 0.15% | 145 |
|
|
2023
Q1 | $259K | Buy |
+1,364
| New | +$259K | 0.07% | 166 |
|
|
2022
Q4 | – | Sell |
-3,969
| Closed | -$678K | – | 200 |
|
|
2022
Q3 | $678K | Hold |
3,969
| – | – | 0.22% | 121 |
|
|
2022
Q2 | $699K | Hold |
3,969
| – | – | 0.21% | 127 |
|
|
2022
Q1 | $843K | Hold |
3,969
| – | – | 0.17% | 129 |
|
|
2021
Q4 | $897K | Buy |
+3,969
| New | +$897K | 0.19% | 124 |
|
|
2020
Q1 | – | Sell |
-1,530
| Closed | -$253K | – | 224 |
|
|
2019
Q4 | $253K | Buy |
+1,530
| New | +$253K | 0.09% | 210 |
|