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 37,607 shares of VT stock, worth $4.26 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares
37,607
Previous 38,740 2.92%
Holding current value
$4.26 Million
Previous $3.99 Million 4.27%
% of portfolio
3.38%
Previous 3.33%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$83.11 - $91.07 $55,517 - $60,834
-668 Reduced 1.79%
36,733 $0
Q3 2022

Nov 01, 2022

BUY
N/A
37,401 New
37,401 $2.95 Million
Q2 2022

Aug 09, 2022

SELL
N/A
-36,953 Closed
0 $0
Q1 2022

Apr 20, 2022

BUY
N/A
499 Added 1.37%
36,953 $3.74 Million
Q4 2021

Jan 18, 2022

BUY
N/A
292 Added 0.81%
36,454 $3.92 Million
Q3 2021

Oct 19, 2021

SELL
N/A
-116 Reduced 0.32%
36,162 $3.68 Million
Q2 2021

Jul 27, 2021

BUY
N/A
289 Added 0.8%
36,278 $3.76 Million
Q1 2021

Apr 23, 2021

BUY
N/A
406 Added 1.14%
35,989 $3.5 Million
Q4 2020

Feb 02, 2021

BUY
N/A
778 Added 2.24%
35,583 $3.29 Million
Q3 2020

Oct 29, 2020

SELL
N/A
-171 Reduced 0.49%
34,805 $2.81 Million
Q2 2020

Aug 03, 2020

SELL
N/A
-949 Reduced 2.64%
34,976 $2.62 Million
Q1 2020

May 04, 2020

SELL
N/A
-568 Reduced 1.56%
35,925 $2.26 Million
Q4 2019

Feb 05, 2020

BUY
N/A
36,493 New
36,493 $2.96 Million

Others Institutions Holding VT

About VANGUARD TOTAL WORLD STK INDEX


  • Ticker VT
  • Sector ETFs
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