AWA
Acorn Wealth Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
2,253
-131
| -5% | -$16.8K | 0.11% | 186 |
|
|
2025
Q1 | $276K | Sell |
2,384
-6
| -0.3% | -$696 | 0.12% | 181 |
|
|
2024
Q4 | $281K | Sell |
2,390
-50
| -2% | -$5.87K | 0.12% | 181 |
|
|
2024
Q3 | $292K | Sell |
2,440
-124
| -5% | -$14.8K | 0.13% | 173 |
|
|
2024
Q2 | $289K | Buy |
2,564
+12
| +0.5% | +$1.35K | 0.14% | 151 |
|
|
2024
Q1 | $282K | Buy |
2,552
+9
| +0.4% | +$994 | 0.15% | 150 |
|
|
2023
Q4 | $262K | Sell |
2,543
-393
| -13% | -$40.4K | 0.16% | 151 |
|
|
2023
Q3 | $274K | Sell |
2,936
-62
| -2% | -$5.78K | 0.18% | 130 |
|
|
2023
Q2 | $291K | Buy |
2,998
+219
| +8% | +$21.2K | 0.2% | 125 |
|
|
2023
Q1 | $256K | Buy |
2,779
+8
| +0.3% | +$737 | 0.19% | 135 |
|
|
2022
Q4 | $239K | Sell |
2,771
-243
| -8% | -$21K | 0.18% | 130 |
|
|
2022
Q3 | $238K | Buy |
3,014
+14
| +0.5% | +$1.11K | 0.2% | 132 |
|
|
2022
Q2 | $256K | Buy |
3,000
+6
| +0.2% | +$512 | 0.2% | 133 |
|
|
2022
Q1 | $303K | Sell |
2,994
-1,436
| -32% | -$145K | 0.21% | 121 |
|
|
2021
Q4 | $476K | Buy |
4,430
+454
| +11% | +$48.8K | 0.3% | 81 |
|
|
2021
Q3 | $405K | Buy |
3,976
+173
| +5% | +$17.6K | 0.28% | 89 |
|
|
2021
Q2 | $394K | Buy |
3,803
+213
| +6% | +$22.1K | 0.27% | 88 |
|
|
2021
Q1 | $349K | Buy |
3,590
+39
| +1% | +$3.79K | 0.25% | 102 |
|
|
2020
Q4 | $329K | Buy |
3,551
+925
| +35% | +$85.7K | 0.26% | 96 |
|
|
2020
Q3 | $212K | Buy |
+2,626
| New | +$212K | 0.19% | 118 |
|
|
2018
Q3 | – | Sell |
-271
| Closed | -$20K | – | 439 |
|
|
2018
Q2 | $20K | Hold |
271
| – | – | 0.02% | 392 |
|
|
2018
Q1 | $20K | Hold |
271
| – | – | 0.02% | 389 |
|
|
2017
Q4 | $21K | Buy |
+271
| New | +$21K | 0.02% | 374 |
|