HWMG
Hurlow Wealth Management Group’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.5M | Buy |
149,114
+5,707
| +4% | +$1.63M | 12.02% | 1 |
|
|
2025
Q1 | $36.9M | Buy |
143,407
+4,474
| +3% | +$1.15M | 11.52% | 1 |
|
|
2024
Q4 | $37.5M | Sell |
138,933
-970
| -0.7% | -$262K | 11.7% | 1 |
|
|
2024
Q3 | $36.8M | Buy |
139,903
+6,438
| +5% | +$1.7M | 11.49% | 1 |
|
|
2024
Q2 | $33.3M | Buy |
133,465
+516
| +0.4% | +$129K | 11.44% | 1 |
|
|
2024
Q1 | $31.9M | Sell |
132,949
-240
| -0.2% | -$57.5K | 11.25% | 1 |
|
|
2023
Q4 | $29.1M | Sell |
133,189
-852
| -0.6% | -$186K | 11% | 1 |
|
|
2023
Q3 | $26.2M | Buy |
134,041
+2,802
| +2% | +$548K | 11.42% | 1 |
|
|
2023
Q2 | $26.6M | Buy |
131,239
+1,092
| +0.8% | +$221K | 11.37% | 1 |
|
|
2023
Q1 | $24.3M | Buy |
130,147
+12,691
| +11% | +$2.37M | 11.24% | 1 |
|
|
2022
Q4 | $20.5M | Buy |
117,456
+196
| +0.2% | +$34.1K | 10.65% | 1 |
|
|
2022
Q3 | $19.2M | Buy |
117,260
+12,751
| +12% | +$2.09M | 11.18% | 1 |
|
|
2022
Q2 | $18M | Buy |
104,509
+3,319
| +3% | +$572K | 10.38% | 1 |
|
|
2022
Q1 | $21.1M | Buy |
101,190
+13,255
| +15% | +$2.76M | 12.94% | 1 |
|
|
2021
Q4 | $15.3M | Sell |
87,935
-9,007
| -9% | -$1.57M | 12.02% | 1 |
|
|
2021
Q3 | $19.5M | Buy |
96,942
+177
| +0.2% | +$35.6K | 11.58% | 1 |
|
|
2021
Q2 | $19.4M | Buy |
96,765
+6,148
| +7% | +$1.23M | 12.79% | 1 |
|
|
2021
Q1 | $16.8M | Buy |
90,617
+4,093
| +5% | +$758K | 12.11% | 1 |
|
|
2020
Q4 | $15.2M | Buy |
86,524
+2,818
| +3% | +$495K | 11.94% | 1 |
|
|
2020
Q3 | $13.1M | Buy |
83,706
+415
| +0.5% | +$64.9K | 12% | 1 |
|
|
2020
Q2 | $12.2M | Buy |
83,291
+19,096
| +30% | +$2.79M | 11.75% | 1 |
|
|
2020
Q1 | $8.21M | Buy |
64,195
+12,375
| +24% | +$1.58M | 8.79% | 1 |
|
|
2019
Q4 | $7.8M | Buy |
51,820
+1,451
| +3% | +$219K | 7.64% | 1 |
|
|
2019
Q3 | $6.85M | Sell |
50,369
-5,926
| -11% | -$806K | 7.28% | 1 |
|
|
2019
Q2 | $7.76M | Buy |
56,295
+2,250
| +4% | +$310K | 8.15% | 1 |
|
|
2019
Q1 | $7.3M | Sell |
54,045
-636
| -1% | -$85.9K | 7.83% | 1 |
|
|
2018
Q4 | $6.63M | Buy |
+54,681
| New | +$6.63M | 8% | 1 |
|