Howard Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Howard Wealth Management, LLC

$184 Million
Q4 2024

A detailed history of Howard Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Howard Wealth Management, LLC holds 37,960 shares of VT stock, worth $4.69 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares

37,960

Previous 38,738 2.01%

Holding current value

$4.69 Million

Previous $4.64 Million 3.82%

% of portfolio

2.42%

Previous 2.71%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$117.09 - $123.07 $91,096 - $95,748	-778 Reduced 2.01%	37,960 $4.46 Million
Q3 2024 Nov 08, 2024	BUY	$107.72 - $119.96 $17,019 - $18,953	158 Added 0.41%	38,738 $4.64 Million
Q2 2024 Aug 02, 2024	BUY	$104.94 - $113.51 $102,106 - $110,445	973 Added 2.59%	38,580 $4.35 Million
Q1 2024 May 06, 2024	SELL	$100.68 - $110.5 $114,070 - $125,196	-1,133 Reduced 2.92%	37,607 $4.16 Million
Q4 2023 Feb 07, 2024	BUY	$88.97 - $103.1 $41,637 - $48,250	468 Added 1.22%	38,740 $3.99 Million
Q3 2023 Nov 01, 2023	BUY	$92.79 - $100.59 $78,685 - $85,300	848 Added 2.27%	38,272 $3.57 Million
Q2 2023 Aug 01, 2023	BUY	$91.33 - $98.06 $27,855 - $29,908	305 Added 0.82%	37,424 $3.63 Million
Q1 2023 May 04, 2023	BUY	$86.24 - $94.55 $33,288 - $36,496	386 Added 1.05%	37,119 $3.42 Million
Q4 2022 Jan 26, 2023	SELL	$78.67 - $91.07 $52,551 - $60,834	-668 Reduced 1.79%	36,733 $0
Q3 2022 Nov 01, 2022	BUY	$78.88 - $94.48 $2.95 Million - $3.53 Million	37,401 New	37,401 $2.95 Million
Q2 2022 Aug 09, 2022	SELL	$83.88 - $102.77 $3.1 Million - $3.8 Million	-36,953 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$93.8 - $108.09 $46,806 - $53,936	499 Added 1.37%	36,953 $3.74 Million
Q4 2021 Jan 18, 2022	BUY	$101.45 - $109.23 $29,623 - $31,895	292 Added 0.81%	36,454 $3.92 Million
Q3 2021 Oct 19, 2021	SELL	$101.52 - $107.65 $11,776 - $12,487	-116 Reduced 0.32%	36,162 $3.68 Million
Q2 2021 Jul 27, 2021	BUY	$98.57 - $104.51 $28,486 - $30,203	289 Added 0.8%	36,278 $3.76 Million
Q1 2021 Apr 23, 2021	BUY	$92.05 - $98.71 $37,372 - $40,076	406 Added 1.14%	35,989 $3.5 Million
Q4 2020 Feb 02, 2021	BUY	$78.99 - $92.58 $61,454 - $72,027	778 Added 2.24%	35,583 $3.29 Million
Q3 2020 Oct 29, 2020	SELL	$75.3 - $85.07 $12,876 - $14,546	-171 Reduced 0.49%	34,805 $2.81 Million
Q2 2020 Aug 03, 2020	SELL	$60.03 - $78.43 $56,968 - $74,430	-949 Reduced 2.64%	34,976 $2.62 Million
Q1 2020 May 04, 2020	SELL	$54.48 - $83.17 $30,944 - $47,240	-568 Reduced 1.56%	35,925 $2.26 Million
Q4 2019 Feb 05, 2020	BUY	$72.8 - $81.27 $2.66 Million - $2.97 Million	36,493 New	36,493 $2.96 Million

Others Institutions Holding VT

# of Institutions

1,075

Shares Held

100M

Call Options Held

142K

Put Options Held

43.2K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

More about VT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Howard Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Howard Wealth Management, LLC with notifications on news.

Account

Howard Wealth Management, LLC Vanguard Total World Stk Index Transaction History