AWM
Ameliora 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Hold |
800
| – | – | 0.04% | 133 |
|
|
2025
Q1 | $92.8K | Hold |
800
| – | – | 0.03% | 140 |
|
|
2024
Q4 | $94K | Hold |
800
| – | – | 0.04% | 139 |
|
|
2024
Q3 | $95.8K | Hold |
800
| – | – | 0.04% | 101 |
|
|
2024
Q2 | $90.1K | Sell |
800
-73,304
| -99% | -$8.26M | 0.04% | 109 |
|
|
2024
Q1 | $8.19M | Sell |
74,104
-2,248
| -3% | -$248K | 3.71% | 7 |
|
|
2023
Q4 | $7.86M | Sell |
76,352
-36,688
| -32% | -$3.77M | 3.9% | 7 |
|
|
2023
Q3 | $10.5M | Sell |
113,040
-2,806
| -2% | -$261K | 6.25% | 1 |
|
|
2023
Q2 | $11.2M | Sell |
115,846
-5,300
| -4% | -$514K | 6.94% | 1 |
|
|
2023
Q1 | $11.2M | Sell |
121,146
-309
| -0.3% | -$28.5K | 6.51% | 1 |
|
|
2022
Q4 | $10.5M | Sell |
121,455
-61,710
| -34% | -$5.32M | 5.6% | 1 |
|
|
2022
Q3 | $14.4M | Sell |
183,165
-20,717
| -10% | -$1.63M | 7.82% | 1 |
|
|
2022
Q2 | $17.4M | Sell |
203,882
-121,889
| -37% | -$10.4M | 20.61% | 2 |
|
|
2022
Q1 | $30.4M | Sell |
325,771
-96
| -0% | -$8.95K | 19.97% | 2 |
|
|
2021
Q4 | $31.9M | Buy |
+325,867
| New | +$31.9M | 29.18% | 1 |
|