HWM
Howard Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
8,332
+118
| +1% | +$33.7K | 1.2% | 21 |
|
|
2025
Q1 | $2.11M | Buy |
8,214
+82
| +1% | +$21.1K | 1.18% | 24 |
|
|
2024
Q4 | $2.19M | Buy |
8,132
+237
| +3% | +$63.9K | 1.19% | 24 |
|
|
2024
Q3 | $2.08M | Buy |
7,895
+222
| +3% | +$58.5K | 1.21% | 20 |
|
|
2024
Q2 | $1.92M | Buy |
7,673
+446
| +6% | +$111K | 1.51% | 14 |
|
|
2024
Q1 | $1.73M | Buy |
7,227
+125
| +2% | +$30K | 1.41% | 15 |
|
|
2023
Q4 | $1.55M | Buy |
7,102
+417
| +6% | +$91K | 1.29% | 18 |
|
|
2023
Q3 | $1.31M | Buy |
6,685
+185
| +3% | +$36.2K | 1.21% | 19 |
|
|
2023
Q2 | $1.32M | Buy |
6,500
+27
| +0.4% | +$5.47K | 1.14% | 20 |
|
|
2023
Q1 | $1.21M | Sell |
6,473
-49
| -0.8% | -$9.15K | 1.01% | 26 |
|
|
2022
Q4 | $1.14M | Buy |
6,522
+1,237
| +23% | +$215K | 0.93% | 30 |
|
|
2022
Q3 | $864K | Sell |
5,285
-788
| -13% | -$129K | 0.61% | 42 |
|
|
2022
Q2 | $1.05M | Sell |
6,073
-166
| -3% | -$28.6K | 1.11% | 24 |
|
|
2022
Q1 | $1.3M | Buy |
6,239
+352
| +6% | +$73.3K | 0.71% | 42 |
|
|
2021
Q4 | $1.3M | Buy |
5,887
+367
| +7% | +$81.1K | 0.69% | 42 |
|
|
2021
Q3 | $1.11M | Buy |
5,520
+322
| +6% | +$64.7K | 0.62% | 45 |
|
|
2021
Q2 | $1.04M | Buy |
5,198
+319
| +7% | +$64K | 0.57% | 48 |
|
|
2021
Q1 | $904K | Buy |
4,879
+1,521
| +45% | +$282K | 0.53% | 54 |
|
|
2020
Q4 | $590K | Buy |
3,358
+1,051
| +46% | +$185K | 0.37% | 68 |
|
|
2020
Q3 | $360K | Buy |
2,307
+445
| +24% | +$69.4K | 0.26% | 84 |
|
|
2020
Q2 | $266K | Buy |
+1,862
| New | +$266K | 0.22% | 93 |
|
|
2020
Q1 | – | Sell |
-279
| Closed | -$41K | – | 495 |
|
|
2019
Q4 | $41K | Buy |
+279
| New | +$41K | 0.03% | 217 |
|