AWM
Avior 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 | $967K | Sell |
7,526
-671
| -8% | -$86.2K | 0.03% | 287 |
|
|
2025
Q1 | $950K | Sell |
8,197
-1
| -0% | -$116 | 0.04% | 273 |
|
|
2024
Q4 | $963K | Buy |
8,198
+12
| +0.1% | +$1.41K | 0.04% | 295 |
|
|
2024
Q3 | $980K | Sell |
8,186
-1,567
| -16% | -$188K | 0.04% | 290 |
|
|
2024
Q2 | $1.1M | Sell |
9,753
-942
| -9% | -$106K | 0.05% | 254 |
|
|
2024
Q1 | $1.18M | Buy |
10,695
+8,140
| +319% | +$899K | 0.05% | 251 |
|
|
2023
Q4 | $263K | Buy |
2,555
+21
| +0.8% | +$2.16K | 0.02% | 474 |
|
|
2023
Q3 | $236K | Buy |
2,534
+6
| +0.2% | +$559 | 0.02% | 491 |
|
|
2023
Q2 | $245K | Buy |
2,528
+8
| +0.3% | +$776 | 0.02% | 486 |
|
|
2023
Q1 | $232K | Buy |
2,520
+4
| +0.2% | +$368 | 0.02% | 502 |
|
|
2022
Q4 | $217K | Sell |
2,516
-6
| -0.2% | -$517 | 0.02% | 455 |
|
|
2022
Q3 | $198K | Buy |
2,522
+7
| +0.3% | +$550 | 0.02% | 454 |
|
|
2022
Q2 | $214K | Buy |
2,515
+9
| +0.4% | +$766 | 0.02% | 412 |
|
|
2022
Q1 | $253K | Sell |
2,506
-121
| -5% | -$12.2K | 0.02% | 404 |
|
|
2021
Q4 | $282K | Sell |
2,627
-191
| -7% | -$20.5K | 0.02% | 395 |
|
|
2021
Q3 | $286K | Buy |
2,818
+113
| +4% | +$11.5K | 0.02% | 385 |
|
|
2021
Q2 | $283K | Buy |
2,705
+62
| +2% | +$6.49K | 0.03% | 374 |
|
|
2021
Q1 | $257K | Buy |
2,643
+47
| +2% | +$4.57K | 0.03% | 381 |
|
|
2020
Q4 | $240K | Sell |
2,596
-15
| -0.6% | -$1.39K | 0.03% | 362 |
|
|
2020
Q3 | $210K | Buy |
2,611
+58
| +2% | +$4.67K | 0.03% | 366 |
|
|
2020
Q2 | $191K | Buy |
2,553
+60
| +2% | +$4.49K | 0.03% | 387 |
|
|
2020
Q1 | $156K | Sell |
2,493
-242
| -9% | -$15.1K | 0.03% | 377 |
|
|
2019
Q4 | $221K | Buy |
2,735
+194
| +8% | +$15.7K | 0.04% | 363 |
|
|
2019
Q3 | $190K | Sell |
2,541
-49
| -2% | -$3.66K | 0.03% | 366 |
|
|
2019
Q2 | $195K | Buy |
2,590
+9
| +0.3% | +$678 | 0.04% | 360 |
|
|
2019
Q1 | $188K | Buy |
2,581
+5
| +0.2% | +$364 | 0.04% | 349 |
|
|
2018
Q4 | $168K | Sell |
2,576
-18
| -0.7% | -$1.17K | 0.04% | 347 |
|
|
2018
Q3 | $197K | Hold |
2,594
| – | – | 0.04% | 345 |
|
|
2018
Q2 | $190K | Buy |
2,594
+13
| +0.5% | +$952 | 0.04% | 339 |
|
|
2018
Q1 | $190K | Hold |
2,581
| – | – | 0.04% | 328 |
|
|
2017
Q4 | $192K | Sell |
2,581
-67
| -3% | -$4.98K | 0.04% | 340 |
|
|
2017
Q3 | $187K | Sell |
2,648
-218
| -8% | -$15.4K | 0.06% | 141 |
|
|
2017
Q2 | $194K | Buy |
2,866
+10
| +0.4% | +$677 | 0.08% | 118 |
|
|
2017
Q1 | $186K | Sell |
2,856
-36
| -1% | -$2.35K | 0.06% | 151 |
|
|
2016
Q4 | $176K | Sell |
2,892
-59
| -2% | -$3.59K | 0.07% | 142 |
|
|
2016
Q3 | $180K | Buy |
2,951
+488
| +20% | +$29.8K | 0.07% | 141 |
|
|
2016
Q2 | $143K | Buy |
2,463
+32
| +1% | +$1.86K | 0.06% | 139 |
|
|
2016
Q1 | $140K | Buy |
2,431
+2,423
| +30,288% | +$140K | 0.06% | 137 |
|
|
2015
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 475 |
|