HWM
Howard Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Sell |
36,461
-435
| -1% | -$55.9K | 2.37% | 10 |
|
|
2025
Q1 | $4.28M | Sell |
36,896
-1,064
| -3% | -$123K | 2.38% | 10 |
|
|
2024
Q4 | $4.46M | Sell |
37,960
-778
| -2% | -$91.4K | 2.41% | 10 |
|
|
2024
Q3 | $4.64M | Buy |
38,738
+158
| +0.4% | +$18.9K | 2.7% | 6 |
|
|
2024
Q2 | $4.35M | Buy |
38,580
+973
| +3% | +$110K | 3.43% | 6 |
|
|
2024
Q1 | $4.16M | Sell |
37,607
-1,133
| -3% | -$125K | 3.38% | 6 |
|
|
2023
Q4 | $3.99M | Buy |
38,740
+468
| +1% | +$48.1K | 3.33% | 7 |
|
|
2023
Q3 | $3.57M | Buy |
38,272
+848
| +2% | +$79K | 3.29% | 7 |
|
|
2023
Q2 | $3.63M | Buy |
37,424
+305
| +0.8% | +$29.6K | 3.15% | 7 |
|
|
2023
Q1 | $3.42M | Buy |
37,119
+386
| +1% | +$35.5K | 2.85% | 8 |
|
|
2022
Q4 | $3.17M | Sell |
36,733
-668
| -2% | -$57.6K | 2.6% | 8 |
|
|
2022
Q3 | $2.95M | Buy |
+37,401
| New | +$2.95M | 2.09% | 12 |
|
|
2022
Q2 | – | Sell |
-36,953
| Closed | -$3.74M | – | 131 |
|
|
2022
Q1 | $3.74M | Buy |
36,953
+499
| +1% | +$50.5K | 2.04% | 12 |
|
|
2021
Q4 | $3.92M | Buy |
36,454
+292
| +0.8% | +$31.4K | 2.07% | 12 |
|
|
2021
Q3 | $3.68M | Sell |
36,162
-116
| -0.3% | -$11.8K | 2.06% | 11 |
|
|
2021
Q2 | $3.76M | Buy |
36,278
+289
| +0.8% | +$29.9K | 2.07% | 11 |
|
|
2021
Q1 | $3.5M | Buy |
35,989
+406
| +1% | +$39.5K | 2.05% | 11 |
|
|
2020
Q4 | $3.29M | Buy |
35,583
+778
| +2% | +$72K | 2.05% | 11 |
|
|
2020
Q3 | $2.81M | Sell |
34,805
-171
| -0.5% | -$13.8K | 2% | 13 |
|
|
2020
Q2 | $2.62M | Sell |
34,976
-949
| -3% | -$71K | 2.14% | 14 |
|
|
2020
Q1 | $2.26M | Sell |
35,925
-568
| -2% | -$35.7K | 2.37% | 14 |
|
|
2019
Q4 | $2.96M | Buy |
+36,493
| New | +$2.96M | 2.47% | 10 |
|