TH
Team Hewins’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Sell |
2,020
-730
| -27% | -$173K | 0.17% | 20 |
|
|
2025
Q1 | $610K | Sell |
2,750
-96
| -3% | -$21.3K | 0.24% | 18 |
|
|
2024
Q4 | $684K | Sell |
2,846
-9
| -0.3% | -$2.16K | 0.27% | 15 |
|
|
2024
Q3 | $679K | Buy |
2,855
+36
| +1% | +$8.56K | 0.26% | 16 |
|
|
2024
Q2 | $617K | Sell |
2,819
-7
| -0.2% | -$1.53K | 0.26% | 15 |
|
|
2024
Q1 | $646K | Hold |
2,826
| – | – | 0.26% | 15 |
|
|
2023
Q4 | $603K | Buy |
+2,826
| New | +$603K | 0.26% | 15 |
|
|
2023
Q3 | – | Sell |
-2,908
| Closed | -$578K | – | 44 |
|
|
2023
Q2 | $578K | Buy |
2,908
+550
| +23% | +$109K | 0.28% | 15 |
|
|
2023
Q1 | $447K | Hold |
2,358
| – | – | 0.24% | 15 |
|
|
2022
Q4 | $433K | Buy |
+2,358
| New | +$433K | 0.23% | 15 |
|