Hhm Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History

Hhm Wealth Advisors, LLC

$728 Million
Q4 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 2,725 shares of VB stock, worth $665,908. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,725

Previous 2,725 -0.0%

Holding current value

$665,908

Previous $646,000 1.24%

% of portfolio

0.09%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$214.77 - $237.72 $7,087 - $7,844	-33 Reduced 1.2%	2,725 $646,000
Q2 2024 Aug 07, 2024	BUY	$210.76 - $226.94 $5,901 - $6,354	28 Added 1.03%	2,758 $601,000
Q4 2023 Feb 05, 2024	BUY	$175.26 - $215.9 $95,691 - $117,881	546 Added 25.0%	2,730 $582,000
Q1 2023 May 02, 2023	BUY	$179.51 - $208.76 $13,463 - $15,657	75 Added 3.56%	2,184 $413,000
Q4 2022 Jan 19, 2023	BUY	$172.82 - $196.57 $358,428 - $407,686	2,074 Added 5925.71%	2,109 $0
Q3 2022 Nov 04, 2022	SELL	$170.45 - $206.62 $64,259 - $77,895	-377 Reduced 91.5%	35 $6,000
Q3 2020 Nov 12, 2020	SELL	$143.34 - $162.04 $19,924 - $22,523	-139 Reduced 25.23%	412 $63,000
Q1 2020 May 12, 2020	BUY	$98.45 - $170.48 $54,245 - $93,934	551 New	551 $64,000

Others Institutions Holding VB

# of Institutions

2,273

Shares Held

158M

Call Options Held

102K

Put Options Held

34.7K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hhm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.

Account

Hhm Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History