Hummer Financial Advisory Services’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Buy |
11,737
+500
| +4% | +$119K | 2.1% | 7 |
|
|
2025
Q1 | $2.49M | Buy |
11,237
+190
| +2% | +$42.1K | 2.02% | 6 |
|
|
2024
Q4 | $2.65M | Hold |
11,047
| – | – | 2.1% | 6 |
|
|
2024
Q3 | $2.63M | Sell |
11,047
-127
| -1% | -$30.2K | 2.07% | 7 |
|
|
2024
Q2 | $2.45M | Sell |
11,174
-25
| -0.2% | -$5.47K | 2.11% | 7 |
|
|
2024
Q1 | $2.56M | Buy |
11,199
+168
| +2% | +$38.4K | 2.11% | 7 |
|
|
2023
Q4 | $2.35M | Hold |
11,031
| – | – | 2.15% | 6 |
|
|
2023
Q3 | $2.09M | Hold |
11,031
| – | – | 2.13% | 6 |
|
|
2023
Q2 | $2.19M | Hold |
11,031
| – | – | 2.15% | 6 |
|
|
2023
Q1 | $2.09M | Sell |
11,031
-132
| -1% | -$25K | 2.22% | 6 |
|
|
2022
Q4 | $2.05M | Hold |
11,163
| – | – | 2.25% | 5 |
|
|
2022
Q3 | $1.91M | Sell |
11,163
-35
| -0.3% | -$5.98K | 2.24% | 5 |
|
|
2022
Q2 | $1.97M | Hold |
11,198
| – | – | 2.23% | 4 |
|
|
2022
Q1 | $2.38M | Buy |
11,198
+153
| +1% | +$32.5K | 2.15% | 5 |
|
|
2021
Q4 | $2.5M | Sell |
11,045
-970
| -8% | -$219K | 2.1% | 5 |
|
|
2021
Q3 | $2.63M | Hold |
12,015
| – | – | 2.43% | 5 |
|
|
2021
Q2 | $2.71M | Hold |
12,015
| – | – | 2.5% | 5 |
|
|
2021
Q1 | $2.57M | Buy |
12,015
+1,673
| +16% | +$358K | 2.5% | 5 |
|
|
2020
Q4 | $2.01M | Sell |
10,342
-1,700
| -14% | -$331K | 2.12% | 6 |
|
|
2020
Q3 | $1.85M | Hold |
12,042
| – | – | 2.18% | 5 |
|
|
2020
Q2 | $1.76M | Sell |
12,042
-100
| -0.8% | -$14.6K | 2.24% | 5 |
|
|
2020
Q1 | $1.4M | Buy |
12,142
+828
| +7% | +$95.6K | 2.12% | 6 |
|
|
2019
Q4 | $1.87M | Buy |
+11,314
| New | +$1.87M | 2.02% | 6 |
|