Howard Wealth Management, LLC VT Holdings History
Howard Wealth Management, LLC's Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, Howard Wealth Management, LLC held 36,896.00 shares of Vanguard Total World Stock ETF(VT), totaling $4.28 Mil. This investment constitutes 2.38% of their stock portfolio, and Howard Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2019Q4. And since then Howard Wealth Management, LLC has made 12 purchases of VT, at an average price of $83.86, for a total of 79,296.00 shares. In addition, there have been 9 sales at an average price of $92.77 for 42,400.00 shares. Based on historical transaction data and VT's current price of $128.92, Howard Wealth Management, LLC's estimated gain on his VT holdings is $2.04 Mil, reflecting a 30.67% gain to date.
Howard Wealth Management, LLC VT ($128.92) Holding Chart
Howard Wealth Management, LLC VT ($128.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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