HWMG
Hurlow Wealth Management Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Sell |
30,200
-2,657
| -8% | -$1.16M | 3.74% | 6 |
|
|
2025
Q1 | $12.2M | Sell |
32,857
-118
| -0.4% | -$43.8K | 3.81% | 7 |
|
|
2024
Q4 | $13.5M | Sell |
32,975
-1,286
| -4% | -$528K | 4.23% | 7 |
|
|
2024
Q3 | $13.2M | Buy |
34,261
+107
| +0.3% | +$41.1K | 4.1% | 7 |
|
|
2024
Q2 | $12.8M | Sell |
34,154
-227
| -0.7% | -$84.9K | 4.38% | 6 |
|
|
2024
Q1 | $11.8M | Sell |
34,381
-302
| -0.9% | -$104K | 4.18% | 6 |
|
|
2023
Q4 | $10.8M | Sell |
34,683
-739
| -2% | -$230K | 4.08% | 7 |
|
|
2023
Q3 | $9.65M | Sell |
35,422
-35
| -0.1% | -$9.53K | 4.2% | 7 |
|
|
2023
Q2 | $10M | Buy |
35,457
+168
| +0.5% | +$47.5K | 4.29% | 7 |
|
|
2023
Q1 | $8.8M | Sell |
35,289
-29
| -0.1% | -$7.23K | 4.07% | 7 |
|
|
2022
Q4 | $7.53M | Sell |
35,318
-97
| -0.3% | -$20.7K | 3.92% | 7 |
|
|
2022
Q3 | $7.58M | Buy |
35,415
+132
| +0.4% | +$28.2K | 4.42% | 7 |
|
|
2022
Q2 | $7.86M | Buy |
35,283
+11
| +0% | +$2.45K | 4.53% | 7 |
|
|
2022
Q1 | $10.1M | Sell |
35,272
-891
| -2% | -$256K | 6.22% | 4 |
|
|
2021
Q4 | $9.07M | Buy |
36,163
+377
| +1% | +$94.5K | 7.12% | 4 |
|
|
2021
Q3 | $10.4M | Sell |
35,786
-38
| -0.1% | -$11K | 6.17% | 5 |
|
|
2021
Q2 | $10.3M | Sell |
35,824
-26
| -0.1% | -$7.46K | 6.76% | 4 |
|
|
2021
Q1 | $9.22M | Sell |
35,850
-313
| -0.9% | -$80.5K | 6.65% | 4 |
|
|
2020
Q4 | $9.16M | Buy |
36,163
+174
| +0.5% | +$44.1K | 7.19% | 4 |
|
|
2020
Q3 | $8.19M | Sell |
35,989
-1,355
| -4% | -$308K | 7.51% | 4 |
|
|
2020
Q2 | $7.77M | Hold |
37,344
| – | – | 7.5% | 4 |
|
|
2020
Q1 | $6.4M | Sell |
37,344
-441
| -1% | -$75.5K | 6.85% | 3 |
|
|
2019
Q4 | $7.13M | Sell |
37,785
-144
| -0.4% | -$27.2K | 6.98% | 2 |
|
|
2019
Q3 | $6.35M | Sell |
37,929
-616
| -2% | -$103K | 6.75% | 2 |
|
|
2019
Q2 | $6.5M | Sell |
38,545
-192
| -0.5% | -$32.4K | 6.83% | 2 |
|
|
2019
Q1 | $6.34M | Sell |
38,737
-429
| -1% | -$70.3K | 6.81% | 2 |
|
|
2018
Q4 | $5.58M | Buy |
+39,166
| New | +$5.58M | 6.73% | 2 |
|