HWM
Horizon 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 | $23.8M | Sell |
78,214
-1,718
| -2% | -$522K | 4.17% | 8 |
|
|
2025
Q1 | $22M | Sell |
79,932
-530
| -0.7% | -$146K | 3.7% | 10 |
|
|
2024
Q4 | $23.3M | Buy |
80,462
+2,344
| +3% | +$679K | 4.06% | 7 |
|
|
2024
Q3 | $22.1M | Buy |
78,118
+3,012
| +4% | +$853K | 4.42% | 9 |
|
|
2024
Q2 | $20.1M | Buy |
75,106
+1,043
| +1% | +$279K | 4.79% | 7 |
|
|
2024
Q1 | $19.2M | Buy |
74,063
+1,937
| +3% | +$503K | 5.02% | 7 |
|
|
2023
Q4 | $17.1M | Sell |
72,126
-1,689
| -2% | -$401K | 4.76% | 7 |
|
|
2023
Q3 | $15.7M | Buy |
73,815
+2,088
| +3% | +$444K | 6.3% | 5 |
|
|
2023
Q2 | $15.8M | Buy |
71,727
+691
| +1% | +$152K | 6.23% | 7 |
|
|
2023
Q1 | $14.5M | Buy |
71,036
+180
| +0.3% | +$36.7K | 10.88% | 3 |
|
|
2022
Q4 | $13.5M | Buy |
70,856
+9,845
| +16% | +$1.88M | 11.04% | 2 |
|
|
2022
Q3 | $11M | Buy |
61,011
+2,071
| +4% | +$372K | 8.03% | 3 |
|
|
2022
Q2 | $11.1M | Buy |
58,940
+10,511
| +22% | +$1.98M | 4.61% | 6 |
|
|
2022
Q1 | $11M | Sell |
48,429
-4,736
| -9% | -$1.08M | 3.43% | 8 |
|
|
2021
Q4 | $12.8M | Buy |
+53,165
| New | +$12.8M | 3.74% | 7 |
|