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

Hhm Wealth Advisors, LLC

  • $697 Million
  • Q3 2024

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 1,852 shares of VBR stock, worth $399,698. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,852
Previous 1,852 -0.0%
Holding current value
$399,698
Previous $338,000 9.76%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,541
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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