AWM
Austin 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 | $1.3M | Sell |
10,003
-18,497
| -65% | -$2.4M | 0.23% | 59 |
|
|
2025
Q1 | $3.28M | Sell |
28,500
-2,111
| -7% | -$243K | 0.66% | 35 |
|
|
2024
Q4 | $3.66M | Sell |
30,611
-1,740
| -5% | -$208K | 0.76% | 33 |
|
|
2024
Q3 | $3.83M | Sell |
32,351
-270
| -0.8% | -$32K | 0.84% | 33 |
|
|
2024
Q2 | $3.77M | Sell |
32,621
-276
| -0.8% | -$31.9K | 0.88% | 33 |
|
|
2024
Q1 | $3.68M | Buy |
32,897
+112
| +0.3% | +$12.5K | 0.91% | 34 |
|
|
2023
Q4 | $3.47M | Buy |
32,785
+2,377
| +8% | +$252K | 0.93% | 32 |
|
|
2023
Q3 | $2.99M | Buy |
+30,408
| New | +$2.99M | 0.93% | 30 |
|