Howard Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.58M | Buy |
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|
2025
Q2 | $3.31M | Hold |
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|
2025
Q1 | $2.99M | Buy |
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|
2024
Q4 | $3.14M | Buy |
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|
2024
Q3 | $3.06M | Buy |
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|
2024
Q2 | $2.85M | Hold |
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|
2024
Q1 | $2.77M | Buy |
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|
2023
Q4 | $2.17M | Buy |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.41M | Hold |
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|
2021
Q4 | $1.5M | Sell |
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|
2021
Q3 | $1.4M | Buy |
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|
2021
Q2 | $1.39M | Buy |
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|
2021
Q1 | $1.28M | Buy |
|