OHWA
Oak Hill Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Buy |
79,327
+3,399
| +4% | +$822K | 3.97% | 9 |
|
|
2025
Q1 | $16.8M | Buy |
75,928
+2,061
| +3% | +$457K | 3.91% | 8 |
|
|
2024
Q4 | $17.7M | Buy |
+73,867
| New | +$17.7M | 4.23% | 9 |
|
|
2024
Q3 | – | Sell |
-60,748
| Closed | -$13.2M | – | 93 |
|
|
2024
Q2 | $13.2M | Buy |
+60,748
| New | +$13.2M | 4.01% | 5 |
|
|
2024
Q1 | – | Sell |
-56,741
| Closed | -$12.1M | – | 87 |
|
|
2023
Q4 | $12.1M | Buy |
56,741
+1,198
| +2% | +$256K | 4.17% | 5 |
|
|
2023
Q3 | $10.5M | Buy |
55,543
+2,210
| +4% | +$418K | 4.05% | 5 |
|
|
2023
Q2 | $10.6M | Buy |
53,333
+2,154
| +4% | +$428K | 3.91% | 6 |
|
|
2023
Q1 | $9.7M | Buy |
51,179
+301
| +0.6% | +$57.1K | 3.82% | 6 |
|
|
2022
Q4 | $9.34M | Buy |
+50,878
| New | +$9.34M | 3.86% | 5 |
|