LHEI
Leo H. Evart Inc’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.76M | Sell |
9,320
-174
| -2% | -$32.9K | 2.7% | 14 |
|
|
2023
Q2 | $1.89M | Buy |
9,494
+32
| +0.3% | +$6.36K | 2.62% | 14 |
|
|
2023
Q1 | $1.79M | Sell |
9,462
-272
| -3% | -$51.6K | 2.62% | 14 |
|
|
2022
Q4 | $1.79M | Sell |
9,734
-462
| -5% | -$84.8K | 2.7% | 14 |
|
|
2022
Q3 | $1.74M | Sell |
10,196
-400
| -4% | -$68.4K | 2.65% | 13 |
|
|
2022
Q2 | $1.87M | Sell |
10,596
-197
| -2% | -$34.7K | 2.27% | 16 |
|
|
2022
Q1 | $2.29M | Sell |
10,793
-207
| -2% | -$44K | 2.37% | 15 |
|
|
2021
Q4 | $2.49M | Buy |
+11,000
| New | +$2.49M | 2.42% | 14 |
|