Hhm Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Hhm Wealth Advisors, LLC

$735 Million
Q1 2025

A detailed history of Hhm Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 857 shares of VBR stock, worth $161,955. This represents 0.02% of its overall portfolio holdings.

Number of Shares

857

Previous 1,852 53.73%

Holding current value

$161,955

Previous $367,000 56.68%

% of portfolio

0.02%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$183.02 - $207.75 $182,104 - $206,711	-995 Reduced 53.73%	857 $159,000
Q2 2024 Aug 07, 2024	BUY	$177.65 - $191.11 $39,083 - $42,044	220 Added 13.48%	1,852 $338,000
Q4 2023 Feb 05, 2024	SELL	$149.18 - $181.94 $41,770 - $50,943	-280 Reduced 14.64%	1,632 $293,000
Q4 2022 Jan 19, 2023	BUY	$147.25 - $169.54 $274,621 - $316,192	1,865 Added 3968.09%	1,912 $0
Q3 2022 Nov 04, 2022	SELL	$143.4 - $172.87 $13,336 - $16,076	-93 Reduced 66.43%	47 $7,000
Q1 2021 Apr 23, 2021	BUY	$139.89 - $172.72 $6,574 - $8,117	47 Added 50.54%	140 $23,000
Q1 2020 May 12, 2020	BUY	$75.8 - $139.04 $7,049 - $12,930	93 New	93 $8,000

Others Institutions Holding VBR

# of Institutions

1,704

Shares Held

92.9M

Call Options Held

42.9K

Put Options Held

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

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Hhm Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History