AWM
Aevitas Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-425
| Closed | -$31K | – | 343 |
|
|
2019
Q1 | $31K | Buy |
425
+1
| +0.2% | +$73 | 0.03% | 220 |
|
|
2018
Q4 | $28K | Buy |
424
+5
| +1% | +$330 | 0.03% | 219 |
|
|
2018
Q3 | $32K | Hold |
419
| – | – | 0.03% | 241 |
|
|
2018
Q2 | $31K | Buy |
419
+4
| +1% | +$296 | 0.03% | 239 |
|
|
2018
Q1 | $31K | Buy |
415
+1
| +0.2% | +$75 | 0.03% | 217 |
|
|
2017
Q4 | $31K | Buy |
+414
| New | +$31K | 0.03% | 221 |
|