HWM
Howard Wealth Management’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 | $2.23M | Sell |
7,354
-92
| -1% | -$28K | 1.13% | 24 |
|
|
2025
Q1 | $2.05M | Sell |
7,446
-375
| -5% | -$103K | 1.14% | 26 |
|
|
2024
Q4 | $2.27M | Sell |
7,821
-91
| -1% | -$26.4K | 1.23% | 22 |
|
|
2024
Q3 | $2.24M | Sell |
7,912
-72
| -0.9% | -$20.4K | 1.3% | 19 |
|
|
2024
Q2 | $2.14M | Buy |
7,984
+89
| +1% | +$23.8K | 1.68% | 13 |
|
|
2024
Q1 | $2.05M | Sell |
7,895
-621
| -7% | -$161K | 1.67% | 13 |
|
|
2023
Q4 | $2.02M | Buy |
8,516
+18
| +0.2% | +$4.27K | 1.69% | 14 |
|
|
2023
Q3 | $1.81M | Buy |
8,498
+136
| +2% | +$28.9K | 1.66% | 15 |
|
|
2023
Q2 | $1.84M | Buy |
8,362
+157
| +2% | +$34.6K | 1.6% | 14 |
|
|
2023
Q1 | $1.67M | Buy |
8,205
+130
| +2% | +$26.5K | 1.4% | 16 |
|
|
2022
Q4 | $1.54M | Sell |
8,075
-49
| -0.6% | -$9.37K | 1.27% | 19 |
|
|
2022
Q3 | $1.46M | Buy |
8,124
+5,663
| +230% | +$1.02M | 1.03% | 27 |
|
|
2022
Q2 | $464K | Sell |
2,461
-5,402
| -69% | -$1.02M | 0.49% | 37 |
|
|
2022
Q1 | $1.79M | Sell |
7,863
-45
| -0.6% | -$10.2K | 0.98% | 28 |
|
|
2021
Q4 | $1.91M | Buy |
7,908
+21
| +0.3% | +$5.07K | 1.01% | 26 |
|
|
2021
Q3 | $1.75M | Buy |
7,887
+52
| +0.7% | +$11.5K | 0.98% | 31 |
|
|
2021
Q2 | $1.75M | Buy |
7,835
+86
| +1% | +$19.2K | 0.96% | 33 |
|
|
2021
Q1 | $1.6M | Buy |
7,749
+29
| +0.4% | +$5.99K | 0.94% | 33 |
|
|
2020
Q4 | $1.5M | Sell |
7,720
-205
| -3% | -$39.9K | 0.94% | 33 |
|
|
2020
Q3 | $1.35M | Sell |
7,925
-1,213
| -13% | -$206K | 0.96% | 33 |
|
|
2020
Q2 | $1.43M | Sell |
9,138
-574
| -6% | -$89.8K | 1.17% | 29 |
|
|
2020
Q1 | $1.25M | Sell |
9,712
-234
| -2% | -$30.1K | 1.31% | 22 |
|
|
2019
Q4 | $1.63M | Buy |
+9,946
| New | +$1.63M | 1.36% | 18 |
|