HP
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Hyperion Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$6.26M Buy
31,196
+1,730
+6% +$347K 4% 9
2024
Q2
$5.38M Buy
29,466
+1,519
+5% +$277K 3.84% 9
2024
Q1
$5.36M Buy
27,947
+511
+2% +$98.1K 3.93% 9
2023
Q4
$4.94M Buy
27,436
+251
+0.9% +$45.2K 3.91% 10
2023
Q3
$4.34M Buy
27,185
+724
+3% +$115K 3.74% 10
2023
Q2
$4.38M Buy
26,461
+785
+3% +$130K 3.69% 11
2023
Q1
$4.08M Buy
25,676
+397
+2% +$63K 3.66% 11
2022
Q4
$4.01M Buy
+25,279
New +$4.01M 3.83% 10