HFS
Howard Financial Services’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 | $3.31M | Hold |
10,887
| – | – | 0.44% | 36 |
|
|
2025
Q1 | $2.99M | Buy |
10,887
+35
| +0.3% | +$9.62K | 0.41% | 36 |
|
|
2024
Q4 | $3.14M | Buy |
10,852
+61
| +0.6% | +$17.7K | 0.43% | 34 |
|
|
2024
Q3 | $3.06M | Buy |
10,791
+138
| +1% | +$39.1K | 0.44% | 34 |
|
|
2024
Q2 | $2.85M | Hold |
10,653
| – | – | 0.47% | 35 |
|
|
2024
Q1 | $2.77M | Buy |
10,653
+1,489
| +16% | +$387K | 0.48% | 34 |
|
|
2023
Q4 | $2.17M | Buy |
9,164
+2,890
| +46% | +$686K | 0.42% | 38 |
|
|
2023
Q3 | $1.33M | Buy |
6,274
+186
| +3% | +$39.5K | 0.31% | 43 |
|
|
2023
Q2 | $1.34M | Buy |
6,088
+20
| +0.3% | +$4.41K | 0.32% | 40 |
|
|
2023
Q1 | $1.24M | Buy |
6,068
+20
| +0.3% | +$4.08K | 0.3% | 39 |
|
|
2022
Q4 | $1.16M | Buy |
6,048
+25
| +0.4% | +$4.78K | 0.3% | 41 |
|
|
2022
Q3 | $1.08M | Sell |
6,023
-416
| -6% | -$74.7K | 0.35% | 39 |
|
|
2022
Q2 | $1.22M | Buy |
6,439
+245
| +4% | +$46.2K | 0.41% | 28 |
|
|
2022
Q1 | $1.41M | Hold |
6,194
| – | – | 0.42% | 29 |
|
|
2021
Q4 | $1.5M | Sell |
6,194
-129
| -2% | -$31.1K | 0.45% | 26 |
|
|
2021
Q3 | $1.4M | Buy |
6,323
+65
| +1% | +$14.4K | 0.53% | 24 |
|
|
2021
Q2 | $1.39M | Buy |
6,258
+79
| +1% | +$17.6K | 0.55% | 24 |
|
|
2021
Q1 | $1.28M | Buy |
+6,179
| New | +$1.28M | 0.57% | 23 |
|