HWM
Hemington 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 | $45.9M | Sell |
151,126
-8,562
| -5% | -$2.6M | 6.65% | 4 |
|
|
2025
Q1 | $43.9M | Sell |
159,688
-10,973
| -6% | -$3.02M | 6.81% | 4 |
|
|
2024
Q4 | $49.5M | Sell |
170,661
-3,153
| -2% | -$914K | 12.44% | 1 |
|
|
2024
Q3 | $48.8M | Sell |
173,814
-1,823
| -1% | -$512K | 13.16% | 1 |
|
|
2024
Q2 | $47M | Sell |
175,637
-3,156
| -2% | -$844K | 15.84% | 1 |
|
|
2024
Q1 | $46.5M | Sell |
178,793
-2,723
| -2% | -$708K | 16.84% | 1 |
|
|
2023
Q4 | $43.1M | Sell |
181,516
-1,485
| -0.8% | -$352K | 16.62% | 1 |
|
|
2023
Q3 | $38.9M | Sell |
183,001
-940
| -0.5% | -$200K | 18.48% | 1 |
|
|
2023
Q2 | $40.5M | Sell |
183,941
-37,075
| -17% | -$8.17M | 16.42% | 1 |
|
|
2023
Q1 | $45.1M | Sell |
221,016
-5,218
| -2% | -$1.06M | 18.2% | 1 |
|
|
2022
Q4 | $43.3M | Sell |
226,234
-9,659
| -4% | -$1.85M | 18.57% | 1 |
|
|
2022
Q3 | $42.3M | Sell |
235,893
-6,756
| -3% | -$1.21M | 18.48% | 1 |
|
|
2022
Q2 | $45.8M | Sell |
242,649
-8,792
| -3% | -$1.66M | 18.16% | 1 |
|
|
2022
Q1 | $57.2M | Sell |
251,441
-29,019
| -10% | -$6.61M | 19.23% | 1 |
|
|
2021
Q4 | $54.6M | Buy |
280,460
+22,270
| +9% | +$4.33M | 25.29% | 1 |
|
|
2021
Q3 | $57.3M | Buy |
258,190
+3,870
| +2% | +$859K | 21.11% | 1 |
|
|
2021
Q2 | $56.7M | Sell |
254,320
-22,664
| -8% | -$5.05M | 24.15% | 1 |
|
|
2021
Q1 | $57.3M | Sell |
276,984
-3,476
| -1% | -$718K | 24.3% | 1 |
|
|
2020
Q4 | $54.6M | Buy |
+280,460
| New | +$54.6M | 25.29% | 1 |
|