HWM
Howard Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Sell |
6,701
-29
| -0.4% | -$3.69K | 0.43% | 63 |
|
|
2025
Q1 | $804K | Buy |
6,730
+160
| +2% | +$19.1K | 0.45% | 58 |
|
|
2024
Q4 | $776K | Buy |
6,570
+739
| +13% | +$87.3K | 0.42% | 60 |
|
|
2024
Q3 | $641K | Sell |
5,831
-72
| -1% | -$7.91K | 0.37% | 62 |
|
|
2024
Q2 | $590K | Buy |
5,903
+1,120
| +23% | +$112K | 0.47% | 52 |
|
|
2024
Q1 | $490K | Sell |
4,783
-116
| -2% | -$11.9K | 0.4% | 56 |
|
|
2023
Q4 | $452K | Sell |
4,899
-235
| -5% | -$21.7K | 0.38% | 58 |
|
|
2023
Q3 | $412K | Sell |
5,134
-182
| -3% | -$14.6K | 0.38% | 58 |
|
|
2023
Q2 | $432K | Sell |
5,316
-450
| -8% | -$36.6K | 0.37% | 58 |
|
|
2023
Q1 | $449K | Buy |
5,766
+407
| +8% | +$31.7K | 0.37% | 64 |
|
|
2022
Q4 | $443K | Buy |
5,359
+920
| +21% | +$76.1K | 0.36% | 65 |
|
|
2022
Q3 | $330K | Buy |
+4,439
| New | +$330K | 0.23% | 83 |
|
|
2022
Q2 | – | Sell |
-4,167
| Closed | -$389K | – | 124 |
|
|
2022
Q1 | $389K | Buy |
4,167
+888
| +27% | +$82.9K | 0.21% | 88 |
|
|
2021
Q4 | $316K | Buy |
3,279
+954
| +41% | +$91.9K | 0.17% | 103 |
|
|
2021
Q3 | $215K | Buy |
+2,325
| New | +$215K | 0.12% | 119 |
|
|
2020
Q1 | – | Sell |
-965
| Closed | -$73K | – | 484 |
|
|
2019
Q4 | $73K | Buy |
+965
| New | +$73K | 0.06% | 164 |
|