Axxcess 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 | $383K | Sell |
2,978
-39,995
| -93% | -$5.14M | 0.01% | 655 |
|
|
2025
Q1 | $4.98M | Buy |
42,973
+39,846
| +1,274% | +$4.62M | 0.13% | 136 |
|
|
2024
Q4 | $367K | Sell |
3,127
-69
| -2% | -$8.11K | 0.01% | 616 |
|
|
2024
Q3 | $383K | Sell |
3,196
-61
| -2% | -$7.3K | 0.01% | 621 |
|
|
2024
Q2 | $367K | Sell |
3,257
-773
| -19% | -$87.1K | 0.01% | 594 |
|
|
2024
Q1 | $445K | Sell |
4,030
-1,054
| -21% | -$116K | 0.01% | 562 |
|
|
2023
Q4 | $523K | Buy |
5,084
+837
| +20% | +$86.1K | 0.02% | 502 |
|
|
2023
Q3 | $396K | Buy |
+4,247
| New | +$396K | 0.01% | 531 |
|
|
2023
Q1 | – | Sell |
-2,506
| Closed | -$216K | – | 689 |
|
|
2022
Q4 | $216K | Buy |
+2,506
| New | +$216K | 0.02% | 536 |
|
|
2022
Q3 | – | Sell |
-2,506
| Closed | -$214K | – | 614 |
|
|
2022
Q2 | $214K | Buy |
+2,506
| New | +$214K | 0.02% | 480 |
|