SHFA
SC&H Financial 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 | $1.28M | Hold |
5,383
| – | – | 0.22% | 56 |
|
|
2025
Q1 | $1.19M | Buy |
5,383
+7
| +0.1% | +$1.55K | 0.23% | 54 |
|
|
2024
Q4 | $1.29M | Hold |
5,376
| – | – | 0.27% | 51 |
|
|
2024
Q3 | $1.28M | Sell |
5,376
-3
| -0.1% | -$712 | 0.28% | 51 |
|
|
2024
Q2 | $1.17M | Buy |
5,379
+23
| +0.4% | +$5.02K | 0.29% | 51 |
|
|
2024
Q1 | $1.22M | Buy |
5,356
+98
| +2% | +$22.4K | 0.32% | 48 |
|
|
2023
Q4 | $1.12M | Buy |
5,258
+9
| +0.2% | +$1.92K | 0.32% | 49 |
|
|
2023
Q3 | $992K | Sell |
5,249
-71
| -1% | -$13.4K | 0.33% | 54 |
|
|
2023
Q2 | $1.06M | Sell |
5,320
-43
| -0.8% | -$8.55K | 0.35% | 54 |
|
|
2023
Q1 | $1.02M | Buy |
5,363
+9
| +0.2% | +$1.71K | 0.37% | 55 |
|
|
2022
Q4 | $983K | Buy |
5,354
+13
| +0.2% | +$2.39K | 0.41% | 54 |
|
|
2022
Q3 | $913K | Buy |
5,341
+290
| +6% | +$49.6K | 0.46% | 47 |
|
|
2022
Q2 | $890K | Buy |
5,051
+169
| +3% | +$29.8K | 0.42% | 52 |
|
|
2022
Q1 | $1.04M | Buy |
4,882
+805
| +20% | +$171K | 0.49% | 44 |
|
|
2021
Q4 | $921K | Buy |
+4,077
| New | +$921K | 0.51% | 46 |
|