HWM
Hohimer Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
2,418
-847
| -26% | -$109K | 0.06% | 180 |
|
|
2025
Q1 | $379K | Hold |
3,265
| – | – | 0.07% | 180 |
|
|
2024
Q4 | $384K | Hold |
3,265
| – | – | 0.07% | 162 |
|
|
2024
Q3 | $391K | Sell |
3,265
-2,000
| -38% | -$239K | 0.08% | 148 |
|
|
2024
Q2 | $593K | Hold |
5,265
| – | – | 0.14% | 143 |
|
|
2024
Q1 | $582K | Sell |
5,265
-2,325
| -31% | -$257K | 0.14% | 150 |
|
|
2023
Q4 | $781K | Buy |
+7,590
| New | +$781K | 0.2% | 134 |
|