HWM
Howard Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.65M | Buy |
32,288
+35
| +0.1% | +$8.29K | 3.87% | 3 |
|
|
2025
Q1 | $7.15M | Sell |
32,253
-1,303
| -4% | -$289K | 3.99% | 4 |
|
|
2024
Q4 | $8.06M | Buy |
33,556
+738
| +2% | +$177K | 4.36% | 4 |
|
|
2024
Q3 | $7.78M | Buy |
32,818
+845
| +3% | +$200K | 4.53% | 3 |
|
|
2024
Q2 | $6.97M | Buy |
31,973
+204
| +0.6% | +$44.5K | 5.5% | 4 |
|
|
2024
Q1 | $7.26M | Buy |
31,769
+87
| +0.3% | +$19.9K | 5.91% | 3 |
|
|
2023
Q4 | $6.76M | Sell |
31,682
-315
| -1% | -$67.2K | 5.65% | 3 |
|
|
2023
Q3 | $6.05M | Buy |
31,997
+195
| +0.6% | +$36.9K | 5.58% | 3 |
|
|
2023
Q2 | $6.33M | Sell |
31,802
-1,176
| -4% | -$234K | 5.49% | 4 |
|
|
2023
Q1 | $6.25M | Sell |
32,978
-367
| -1% | -$69.6K | 5.21% | 3 |
|
|
2022
Q4 | $6.12M | Buy |
33,345
+207
| +0.6% | +$38K | 5.02% | 3 |
|
|
2022
Q3 | $5.66M | Buy |
33,138
+1,165
| +4% | +$199K | 4.01% | 4 |
|
|
2022
Q2 | $5.63M | Sell |
31,973
-1,116
| -3% | -$197K | 5.96% | 4 |
|
|
2022
Q1 | $7.03M | Buy |
33,089
+11
| +0% | +$2.34K | 3.83% | 4 |
|
|
2021
Q4 | $7.48M | Buy |
33,078
+1,060
| +3% | +$240K | 3.94% | 4 |
|
|
2021
Q3 | $7M | Buy |
32,018
+279
| +0.9% | +$61K | 3.91% | 5 |
|
|
2021
Q2 | $7.15M | Buy |
31,739
+923
| +3% | +$208K | 3.93% | 4 |
|
|
2021
Q1 | $6.6M | Buy |
30,816
+997
| +3% | +$213K | 3.86% | 5 |
|
|
2020
Q4 | $5.81M | Sell |
29,819
-50
| -0.2% | -$9.73K | 3.62% | 5 |
|
|
2020
Q3 | $4.59M | Sell |
29,869
-3,210
| -10% | -$494K | 3.27% | 6 |
|
|
2020
Q2 | $4.82M | Buy |
33,079
+2,668
| +9% | +$389K | 3.94% | 3 |
|
|
2020
Q1 | $3.51M | Buy |
30,411
+289
| +1% | +$33.4K | 3.69% | 5 |
|
|
2019
Q4 | $4.99M | Buy |
+30,122
| New | +$4.99M | 4.17% | 4 |
|