VHAM
Van Hulzen Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Hold |
1,003
| – | – | 0.02% | 286 |
|
|
2025
Q1 | $222K | Hold |
1,003
| – | – | 0.02% | 281 |
|
|
2024
Q4 | $241K | Hold |
1,003
| – | – | 0.02% | 285 |
|
|
2024
Q3 | $238K | Hold |
1,003
| – | – | 0.02% | 285 |
|
|
2024
Q2 | $219K | Sell |
1,003
-15
| -1% | -$3.28K | 0.01% | 286 |
|
|
2024
Q1 | $233K | Sell |
1,018
-66
| -6% | -$15.1K | 0.02% | 293 |
|
|
2023
Q4 | $231K | Buy |
+1,084
| New | +$231K | 0.02% | 289 |
|
|
2020
Q1 | – | Sell |
-1,448
| Closed | -$240K | – | 303 |
|
|
2019
Q4 | $240K | Buy |
1,448
+114
| +9% | +$18.9K | 0.05% | 241 |
|
|
2019
Q3 | $205K | Sell |
1,334
-39
| -3% | -$5.99K | 0.04% | 252 |
|
|
2019
Q2 | $215K | Buy |
1,373
+39
| +3% | +$6.11K | 0.05% | 242 |
|
|
2019
Q1 | $204K | Buy |
+1,334
| New | +$204K | 0.05% | 223 |
|
|
2018
Q2 | – | Sell |
-2,103
| Closed | -$309K | – | 222 |
|
|
2018
Q1 | $309K | Sell |
2,103
-667
| -24% | -$98K | 0.09% | 139 |
|
|
2017
Q4 | $409K | Sell |
2,770
-444
| -14% | -$65.6K | 0.12% | 129 |
|
|
2017
Q3 | $454K | Buy |
+3,214
| New | +$454K | 0.15% | 102 |
|