HGWM
Horst & Graben 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 | $427K | Sell |
1,803
-38
| -2% | -$9K | 0.07% | 111 |
|
|
2025
Q1 | $408K | Hold |
1,841
| – | – | 0.07% | 107 |
|
|
2024
Q4 | $442K | Sell |
1,841
-141
| -7% | -$33.9K | 0.08% | 99 |
|
|
2024
Q3 | $470K | Buy |
1,982
+1
| +0.1% | +$237 | 0.08% | 92 |
|
|
2024
Q2 | $432K | Buy |
1,981
+515
| +35% | +$112K | 0.08% | 91 |
|
|
2024
Q1 | $335K | Sell |
1,466
-12
| -0.8% | -$2.74K | 0.07% | 102 |
|
|
2023
Q4 | $315K | Sell |
1,478
-285
| -16% | -$60.8K | 0.07% | 99 |
|
|
2023
Q3 | $333K | Buy |
1,763
+3
| +0.2% | +$567 | 0.08% | 100 |
|
|
2023
Q2 | $350K | Sell |
1,760
-124
| -7% | -$24.7K | 0.08% | 92 |
|
|
2023
Q1 | $357K | Sell |
1,884
-12
| -0.6% | -$2.27K | 0.09% | 88 |
|
|
2022
Q4 | $348K | Sell |
1,896
-2
| -0.1% | -$367 | 0.09% | 94 |
|
|
2022
Q3 | $324K | Sell |
1,898
-78
| -4% | -$13.3K | 0.09% | 90 |
|
|
2022
Q2 | $348K | Buy |
1,976
+44
| +2% | +$7.75K | 0.09% | 92 |
|
|
2022
Q1 | $411K | Sell |
1,932
-10
| -0.5% | -$2.13K | 0.1% | 89 |
|
|
2021
Q4 | $439K | Buy |
1,942
+10
| +0.5% | +$2.26K | 0.11% | 88 |
|
|
2021
Q3 | $422K | Sell |
1,932
-17
| -0.9% | -$3.71K | 0.12% | 89 |
|
|
2021
Q2 | $439K | Buy |
1,949
+167
| +9% | +$37.6K | 0.12% | 85 |
|
|
2021
Q1 | $382K | Sell |
1,782
-160
| -8% | -$34.3K | 0.12% | 96 |
|
|
2020
Q4 | $378K | Sell |
1,942
-211
| -10% | -$41.1K | 0.13% | 82 |
|
|
2020
Q3 | $331K | Buy |
2,153
+427
| +25% | +$65.6K | 0.13% | 89 |
|
|
2020
Q2 | $251K | Sell |
1,726
-18
| -1% | -$2.62K | 0.11% | 85 |
|
|
2020
Q1 | $201K | Buy |
+1,744
| New | +$201K | 0.11% | 87 |
|