HWM
Howard Wealth Management’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Buy |
15,701
+80
| +0.5% | +$14.1K | 1.4% | 19 |
|
|
2025
Q1 | $2.7M | Sell |
15,621
-25
| -0.2% | -$4.32K | 1.5% | 19 |
|
|
2024
Q4 | $2.65M | Buy |
15,646
+292
| +2% | +$49.4K | 1.43% | 17 |
|
|
2024
Q3 | $2.68M | Sell |
15,354
-525
| -3% | -$91.7K | 1.56% | 18 |
|
|
2024
Q2 | $2.55M | Buy |
15,879
+360
| +2% | +$57.7K | 2.01% | 12 |
|
|
2024
Q1 | $2.53M | Hold |
15,519
| – | – | 2.06% | 12 |
|
|
2023
Q4 | $2.32M | Buy |
15,519
+2
| +0% | +$299 | 1.94% | 13 |
|
|
2023
Q3 | $2.14M | Hold |
15,517
| – | – | 1.97% | 12 |
|
|
2023
Q2 | $2.2M | Sell |
15,517
-169
| -1% | -$24K | 1.91% | 13 |
|
|
2023
Q1 | $2.17M | Sell |
15,686
-86
| -0.5% | -$11.9K | 1.81% | 12 |
|
|
2022
Q4 | $2.21M | Sell |
15,772
-4
| -0% | -$561 | 1.82% | 14 |
|
|
2022
Q3 | $1.95M | Buy |
15,776
+6
| +0% | +$741 | 1.38% | 19 |
|
|
2022
Q2 | $2.08M | Sell |
15,770
-32
| -0.2% | -$4.22K | 2.2% | 14 |
|
|
2022
Q1 | $2.34M | Sell |
15,802
-677
| -4% | -$100K | 1.27% | 19 |
|
|
2021
Q4 | $2.42M | Buy |
16,479
+1,446
| +10% | +$213K | 1.28% | 18 |
|
|
2021
Q3 | $2.04M | Sell |
15,033
-295
| -2% | -$39.9K | 1.14% | 26 |
|
|
2021
Q2 | $2.11M | Buy |
15,328
+693
| +5% | +$95.2K | 1.16% | 23 |
|
|
2021
Q1 | $1.92M | Buy |
14,635
+556
| +4% | +$73.1K | 1.12% | 24 |
|
|
2020
Q4 | $1.67M | Sell |
14,079
-98
| -0.7% | -$11.7K | 1.04% | 30 |
|
|
2020
Q3 | $1.48M | Sell |
14,177
-715
| -5% | -$74.7K | 1.06% | 28 |
|
|
2020
Q2 | $1.48M | Buy |
14,892
+522
| +4% | +$52K | 1.21% | 25 |
|
|
2020
Q1 | $1.28M | Sell |
14,370
-1,045
| -7% | -$93K | 1.34% | 21 |
|
|
2019
Q4 | $1.85M | Buy |
+15,415
| New | +$1.85M | 1.54% | 16 |
|