HWM
HB Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36B | Sell |
7,767,509
-690,926
| -8% | -$210M | 18.76% | 1 |
|
|
2025
Q1 | $2.22B | Buy |
8,458,435
+584,628
| +7% | +$154M | 18.63% | 1 |
|
|
2024
Q4 | $2.18B | Buy |
7,873,807
+39,815
| +0.5% | +$11M | 22.27% | 1 |
|
|
2024
Q3 | $2.12B | Buy |
7,833,992
+115,543
| +1% | +$31.2M | 22.72% | 1 |
|
|
2024
Q2 | $1.98B | Buy |
7,718,449
+252,733
| +3% | +$64.9M | 23.11% | 1 |
|
|
2024
Q1 | $1.87B | Buy |
7,465,716
+294,495
| +4% | +$73.6M | 23.49% | 1 |
|
|
2023
Q4 | $1.64B | Buy |
7,171,221
+22,106
| +0.3% | +$5.07M | 23.62% | 1 |
|
|
2023
Q3 | $1.47B | Buy |
7,149,115
+95,915
| +1% | +$19.7M | 23.66% | 1 |
|
|
2023
Q2 | $1.5B | Sell |
7,053,200
-61,853
| -0.9% | -$13.2M | 23.99% | 1 |
|
|
2023
Q1 | $1.37B | Buy |
7,115,053
+264,041
| +4% | +$51M | 23.83% | 1 |
|
|
2022
Q4 | $1.27B | Buy |
6,851,012
+211,943
| +3% | +$39.3M | 23.15% | 1 |
|
|
2022
Q3 | $1.19B | Sell |
6,639,069
-350,847
| -5% | -$63M | 25.34% | 1 |
|
|
2022
Q2 | $1.32B | Buy |
6,989,916
+145,560
| +2% | +$27.5M | 27.04% | 1 |
|
|
2022
Q1 | $1.56B | Buy |
6,844,356
+690,398
| +11% | +$157M | 28.89% | 1 |
|
|
2021
Q4 | $1.49B | Buy |
+6,153,958
| New | +$1.49B | 29.89% | 1 |
|