HWM
Howard Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Buy |
36,702
+27
| +0.1% | +$11.8K | 8.13% | 1 |
|
|
2025
Q1 | $13.6M | Sell |
36,675
-921
| -2% | -$342K | 7.58% | 1 |
|
|
2024
Q4 | $15.4M | Buy |
37,596
+1,430
| +4% | +$587K | 8.35% | 1 |
|
|
2024
Q3 | $13.9M | Buy |
36,166
+245
| +0.7% | +$94.1K | 8.08% | 1 |
|
|
2024
Q2 | $13.4M | Buy |
35,921
+373
| +1% | +$140K | 10.6% | 1 |
|
|
2024
Q1 | $12.2M | Buy |
35,548
+20
| +0.1% | +$6.88K | 9.95% | 1 |
|
|
2023
Q4 | $11M | Buy |
35,528
+489
| +1% | +$152K | 9.23% | 1 |
|
|
2023
Q3 | $9.54M | Buy |
35,039
+312
| +0.9% | +$85K | 8.8% | 2 |
|
|
2023
Q2 | $9.83M | Sell |
34,727
-486
| -1% | -$138K | 8.52% | 2 |
|
|
2023
Q1 | $8.78M | Sell |
35,213
-8
| -0% | -$2K | 7.32% | 2 |
|
|
2022
Q4 | $7.51M | Buy |
35,221
+922
| +3% | +$196K | 6.16% | 2 |
|
|
2022
Q3 | $7.34M | Buy |
34,299
+233
| +0.7% | +$49.8K | 5.2% | 3 |
|
|
2022
Q2 | $7.59M | Sell |
34,066
-367
| -1% | -$81.8K | 8.04% | 3 |
|
|
2022
Q1 | $9.9M | Buy |
34,433
+501
| +1% | +$144K | 5.39% | 3 |
|
|
2021
Q4 | $10.9M | Buy |
33,932
+2,013
| +6% | +$646K | 5.74% | 2 |
|
|
2021
Q3 | $9.26M | Sell |
31,919
-562
| -2% | -$163K | 5.18% | 2 |
|
|
2021
Q2 | $9.32M | Buy |
32,481
+652
| +2% | +$187K | 5.12% | 2 |
|
|
2021
Q1 | $8.18M | Buy |
31,829
+788
| +3% | +$203K | 4.78% | 3 |
|
|
2020
Q4 | $7.86M | Sell |
31,041
-729
| -2% | -$185K | 4.9% | 3 |
|
|
2020
Q3 | $7.23M | Sell |
31,770
-2,440
| -7% | -$555K | 5.16% | 2 |
|
|
2020
Q2 | $6.91M | Buy |
34,210
+578
| +2% | +$117K | 5.65% | 2 |
|
|
2020
Q1 | $5.27M | Buy |
33,632
+520
| +2% | +$81.5K | 5.54% | 2 |
|
|
2019
Q4 | $6.03M | Buy |
+33,112
| New | +$6.03M | 5.04% | 2 |
|