HWMG
Hurlow Wealth Management Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Buy |
83,713
+373
| +0.4% | +$88.4K | 5.6% | 5 |
|
|
2025
Q1 | $18.5M | Buy |
83,340
+2,568
| +3% | +$569K | 5.78% | 4 |
|
|
2024
Q4 | $19.4M | Sell |
80,772
-521
| -0.6% | -$125K | 6.06% | 4 |
|
|
2024
Q3 | $19.3M | Buy |
81,293
+1,530
| +2% | +$363K | 6.01% | 4 |
|
|
2024
Q2 | $17.4M | Buy |
79,763
+871
| +1% | +$190K | 5.97% | 4 |
|
|
2024
Q1 | $18M | Sell |
78,892
-306
| -0.4% | -$69.9K | 6.37% | 4 |
|
|
2023
Q4 | $16.9M | Buy |
79,198
+122
| +0.2% | +$26K | 6.4% | 4 |
|
|
2023
Q3 | $15M | Buy |
79,076
+981
| +1% | +$185K | 6.51% | 4 |
|
|
2023
Q2 | $15.5M | Buy |
78,095
+3,162
| +4% | +$629K | 6.64% | 4 |
|
|
2023
Q1 | $14.2M | Buy |
74,933
+4,472
| +6% | +$848K | 6.57% | 4 |
|
|
2022
Q4 | $12.9M | Buy |
70,461
+1,229
| +2% | +$226K | 6.73% | 4 |
|
|
2022
Q3 | $11.8M | Buy |
69,232
+2,581
| +4% | +$441K | 6.9% | 4 |
|
|
2022
Q2 | $11.7M | Buy |
66,651
+1,904
| +3% | +$335K | 6.76% | 4 |
|
|
2022
Q1 | $13.8M | Buy |
64,747
+6,998
| +12% | +$1.49M | 8.44% | 3 |
|
|
2021
Q4 | $11.5M | Sell |
57,749
-1,890
| -3% | -$375K | 9% | 2 |
|
|
2021
Q3 | $13M | Buy |
59,639
+426
| +0.7% | +$93.2K | 7.75% | 3 |
|
|
2021
Q2 | $13.3M | Buy |
59,213
+2,376
| +4% | +$535K | 8.78% | 2 |
|
|
2021
Q1 | $12.2M | Sell |
56,837
-2,193
| -4% | -$469K | 8.78% | 2 |
|
|
2020
Q4 | $11.5M | Sell |
59,030
-1,424
| -2% | -$277K | 9.02% | 2 |
|
|
2020
Q3 | $9.3M | Sell |
60,454
-28
| -0% | -$4.31K | 8.52% | 2 |
|
|
2020
Q2 | $8.67M | Buy |
60,482
+6,700
| +12% | +$960K | 8.37% | 2 |
|
|
2020
Q1 | $6.48M | Buy |
53,782
+18,959
| +54% | +$2.28M | 6.94% | 2 |
|
|
2019
Q4 | $5.83M | Buy |
34,823
+1,169
| +3% | +$196K | 5.71% | 3 |
|
|
2019
Q3 | $5.13M | Sell |
33,654
-249
| -0.7% | -$38K | 5.46% | 4 |
|
|
2019
Q2 | $5.34M | Buy |
33,903
+1,670
| +5% | +$263K | 5.61% | 3 |
|
|
2019
Q1 | $5.1M | Sell |
32,233
-90
| -0.3% | -$14.2K | 5.48% | 3 |
|
|
2018
Q4 | $4.69M | Buy |
+32,323
| New | +$4.69M | 5.66% | 3 |
|