OHWA
Oak Hill Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Sell |
3,400
-95
| -3% | -$19K | 0.14% | 82 |
|
|
2025
Q1 | $651K | Buy |
3,495
+1
| +0% | +$186 | 0.15% | 69 |
|
|
2024
Q4 | $692K | Buy |
+3,494
| New | +$692K | 0.17% | 63 |
|
|
2024
Q3 | – | Sell |
-3,394
| Closed | -$619K | – | 94 |
|
|
2024
Q2 | $619K | Buy |
+3,394
| New | +$619K | 0.19% | 53 |
|
|
2024
Q1 | – | Sell |
-4,494
| Closed | -$809K | – | 88 |
|
|
2023
Q4 | $809K | Buy |
4,494
+94
| +2% | +$16.9K | 0.28% | 43 |
|
|
2023
Q3 | $702K | Buy |
4,400
+26
| +0.6% | +$4.15K | 0.27% | 46 |
|
|
2023
Q2 | $724K | Sell |
4,374
-26
| -0.6% | -$4.3K | 0.27% | 48 |
|
|
2023
Q1 | $699K | Buy |
4,400
+100
| +2% | +$15.9K | 0.28% | 51 |
|
|
2022
Q4 | $683K | Buy |
+4,300
| New | +$683K | 0.28% | 53 |
|