HWM
Horizons Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
51,271
+434
| +0.9% | +$124K | 10.43% | 1 |
|
|
2025
Q1 | $13.1M | Sell |
50,837
-67
| -0.1% | -$17.2K | 9.73% | 1 |
|
|
2024
Q4 | $13.7M | Buy |
50,904
+331
| +0.7% | +$89.3K | 10.47% | 1 |
|
|
2024
Q3 | $13.3M | Sell |
50,573
-1,495
| -3% | -$394K | 10.23% | 1 |
|
|
2024
Q2 | $13.1M | Sell |
52,068
-19,991
| -28% | -$5.03M | 10.37% | 1 |
|
|
2024
Q1 | $15.7M | Hold |
72,059
| – | – | 10.3% | 1 |
|
|
2023
Q4 | $15.7M | Buy |
72,059
+4,258
| +6% | +$929K | 10.3% | 1 |
|
|
2023
Q3 | $13.3M | Sell |
67,801
-1,253
| -2% | -$245K | 9.67% | 1 |
|
|
2023
Q2 | $13.9M | Sell |
69,054
-988
| -1% | -$200K | 9.89% | 1 |
|
|
2023
Q1 | $13.1M | Buy |
70,042
+3,748
| +6% | +$700K | 9.6% | 1 |
|
|
2022
Q4 | $11.6M | Buy |
66,294
+5,370
| +9% | +$936K | 9.24% | 1 |
|
|
2022
Q3 | $9.97M | Buy |
60,924
+274
| +0.5% | +$44.8K | 9.18% | 1 |
|
|
2022
Q2 | $11.9M | Buy |
+60,650
| New | +$11.9M | 9.71% | 1 |
|