HWMG
Hurlow Wealth Management Group’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 | $5.73M | Sell |
18,854
-543
| -3% | -$165K | 1.62% | 19 |
|
|
2025
Q1 | $5.33M | Hold |
19,397
| – | – | 1.67% | 18 |
|
|
2024
Q4 | $5.62M | Sell |
19,397
-930
| -5% | -$270K | 1.76% | 18 |
|
|
2024
Q3 | $5.76M | Sell |
20,327
-25
| -0.1% | -$7.08K | 1.8% | 18 |
|
|
2024
Q2 | $5.44M | Sell |
20,352
-43
| -0.2% | -$11.5K | 1.87% | 18 |
|
|
2024
Q1 | $5.3M | Sell |
20,395
-151
| -0.7% | -$39.2K | 1.87% | 17 |
|
|
2023
Q4 | $4.87M | Sell |
20,546
-34
| -0.2% | -$8.07K | 1.85% | 17 |
|
|
2023
Q3 | $4.37M | Buy |
20,580
+104
| +0.5% | +$22.1K | 1.9% | 15 |
|
|
2023
Q2 | $4.51M | Sell |
20,476
-26
| -0.1% | -$5.73K | 1.93% | 15 |
|
|
2023
Q1 | $4.18M | Buy |
20,502
+9
| +0% | +$1.84K | 1.94% | 15 |
|
|
2022
Q4 | $3.92M | Hold |
20,493
| – | – | 2.04% | 15 |
|
|
2022
Q3 | $3.68M | Sell |
20,493
-181
| -0.9% | -$32.5K | 2.14% | 14 |
|
|
2022
Q2 | $3.9M | Sell |
20,674
-50
| -0.2% | -$9.43K | 2.25% | 14 |
|
|
2022
Q1 | $4.72M | Sell |
20,724
-852
| -4% | -$194K | 2.89% | 9 |
|
|
2021
Q4 | $4.19M | Buy |
21,576
+923
| +4% | +$179K | 3.28% | 8 |
|
|
2021
Q3 | $4.59M | Sell |
20,653
-1
| -0% | -$222 | 2.73% | 9 |
|
|
2021
Q2 | $4.6M | Sell |
20,654
-911
| -4% | -$203K | 3.03% | 8 |
|
|
2021
Q1 | $4.46M | Sell |
21,565
-11
| -0.1% | -$2.27K | 3.21% | 8 |
|
|
2020
Q4 | $4.2M | Hold |
21,576
| – | – | 3.3% | 8 |
|
|
2020
Q3 | $3.68M | Hold |
21,576
| – | – | 3.37% | 8 |
|
|
2020
Q2 | $3.44M | Buy |
21,576
+11
| +0.1% | +$1.75K | 3.32% | 8 |
|
|
2020
Q1 | $2.99M | Sell |
21,565
-312
| -1% | -$43.2K | 3.2% | 9 |
|
|
2019
Q4 | $3.64M | Buy |
21,877
+69
| +0.3% | +$11.5K | 3.57% | 9 |
|
|
2019
Q3 | $3.28M | Hold |
21,808
| – | – | 3.49% | 10 |
|
|
2019
Q2 | $3.34M | Buy |
21,808
+75
| +0.3% | +$11.5K | 3.51% | 9 |
|
|
2019
Q1 | $3.27M | Sell |
21,733
-1,458
| -6% | -$219K | 3.51% | 8 |
|
|
2018
Q4 | $3.14M | Buy |
+23,191
| New | +$3.14M | 3.79% | 7 |
|