HWM
Horizons 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 | $9.49M | Buy |
40,053
+1,316
| +3% | +$312K | 6.77% | 5 |
|
|
2025
Q1 | $8.59M | Buy |
38,737
+164
| +0.4% | +$36.4K | 6.39% | 5 |
|
|
2024
Q4 | $9.27M | Buy |
38,573
+147
| +0.4% | +$35.3K | 7.07% | 5 |
|
|
2024
Q3 | $9.12M | Sell |
38,426
-326
| -0.8% | -$77.3K | 7% | 5 |
|
|
2024
Q2 | $8.8M | Sell |
38,752
-13,434
| -26% | -$3.05M | 6.96% | 5 |
|
|
2024
Q1 | $11.1M | Hold |
52,186
| – | – | 7.29% | 5 |
|
|
2023
Q4 | $11.1M | Buy |
52,186
+1,178
| +2% | +$251K | 7.29% | 5 |
|
|
2023
Q3 | $9.64M | Sell |
51,008
-180
| -0.4% | -$34K | 7.03% | 5 |
|
|
2023
Q2 | $10.2M | Buy |
51,188
+602
| +1% | +$120K | 7.21% | 5 |
|
|
2023
Q1 | $9.59M | Buy |
50,586
+1,134
| +2% | +$215K | 7.03% | 5 |
|
|
2022
Q4 | $9.08M | Buy |
49,452
+2,636
| +6% | +$484K | 7.26% | 5 |
|
|
2022
Q3 | $8M | Sell |
46,816
-153
| -0.3% | -$26.1K | 7.37% | 5 |
|
|
2022
Q2 | $9.6M | Buy |
+46,969
| New | +$9.6M | 7.85% | 5 |
|