HWM
Howard Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Buy |
7,258
+36
| +0.5% | +$20.4K | 2.08% | 13 |
|
|
2025
Q1 | $3.71M | Sell |
7,222
-263
| -4% | -$135K | 2.07% | 12 |
|
|
2024
Q4 | $4.03M | Buy |
7,485
+894
| +14% | +$482K | 2.18% | 11 |
|
|
2024
Q3 | $3.48M | Buy |
6,591
+665
| +11% | +$351K | 2.02% | 14 |
|
|
2024
Q2 | $2.96M | Buy |
5,926
+328
| +6% | +$164K | 2.34% | 9 |
|
|
2024
Q1 | $2.69M | Buy |
5,598
+240
| +4% | +$115K | 2.19% | 11 |
|
|
2023
Q4 | $2.34M | Buy |
5,358
+591
| +12% | +$258K | 1.96% | 12 |
|
|
2023
Q3 | $1.87M | Buy |
4,767
+519
| +12% | +$204K | 1.73% | 14 |
|
|
2023
Q2 | $1.73M | Buy |
4,248
+52
| +1% | +$21.2K | 1.5% | 15 |
|
|
2023
Q1 | $1.58M | Sell |
4,196
-169
| -4% | -$63.6K | 1.32% | 17 |
|
|
2022
Q4 | $1.53M | Sell |
4,365
-526
| -11% | -$185K | 1.26% | 20 |
|
|
2022
Q3 | $1.61M | Buy |
4,891
+856
| +21% | +$281K | 1.14% | 24 |
|
|
2022
Q2 | $1.4M | Sell |
4,035
-208
| -5% | -$72.1K | 1.48% | 19 |
|
|
2022
Q1 | $1.76M | Buy |
4,243
+214
| +5% | +$88.8K | 0.96% | 30 |
|
|
2021
Q4 | $1.76M | Buy |
4,029
+41
| +1% | +$17.9K | 0.93% | 31 |
|
|
2021
Q3 | $1.57M | Sell |
3,988
-3
| -0.1% | -$1.18K | 0.88% | 34 |
|
|
2021
Q2 | $1.57M | Buy |
3,991
+41
| +1% | +$16.1K | 0.86% | 35 |
|
|
2021
Q1 | $1.44M | Buy |
3,950
+78
| +2% | +$28.4K | 0.84% | 35 |
|
|
2020
Q4 | $1.33M | Buy |
3,872
+504
| +15% | +$173K | 0.83% | 34 |
|
|
2020
Q3 | $1.04M | Buy |
3,368
+279
| +9% | +$85.8K | 0.74% | 36 |
|
|
2020
Q2 | $875K | Buy |
3,089
+1,406
| +84% | +$398K | 0.71% | 39 |
|
|
2020
Q1 | $398K | Buy |
1,683
+223
| +15% | +$52.7K | 0.42% | 59 |
|
|
2019
Q4 | $431K | Buy |
+1,460
| New | +$431K | 0.36% | 68 |
|