CWM
Cedar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-100
| Closed | -$12K | – | 259 |
|
|
2024
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 211 |
|
|
2024
Q2 | $11.3K | Hold |
100
| – | – | ﹤0.01% | 226 |
|
|
2024
Q1 | $11.1K | Hold |
100
| – | – | ﹤0.01% | 251 |
|
|
2023
Q4 | $10.3K | Hold |
100
| – | – | ﹤0.01% | 224 |
|
|
2023
Q3 | $9.32K | Hold |
100
| – | – | ﹤0.01% | 231 |
|
|
2023
Q2 | $9.7K | Hold |
100
| – | – | ﹤0.01% | 242 |
|
|
2023
Q1 | $9.21K | Hold |
100
| – | – | ﹤0.01% | 233 |
|
|
2022
Q4 | $8.62K | Hold |
100
| – | – | ﹤0.01% | 231 |
|
|
2022
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 264 |
|
|
2022
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 268 |
|
|
2022
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 293 |
|
|
2021
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 284 |
|
|
2021
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 231 |
|
|
2021
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 234 |
|
|
2021
Q1 | $10K | Hold |
100
| – | – | 0.01% | 207 |
|
|
2020
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 200 |
|
|
2020
Q3 | $8K | Buy |
+100
| New | +$8K | 0.01% | 194 |
|
|
2018
Q1 | – | Sell |
-23,405
| Closed | -$1.74M | – | 140 |
|
|
2017
Q4 | $1.74M | Buy |
23,405
+9,727
| +71% | +$722K | 1.04% | 9 |
|
|
2017
Q3 | $967K | Buy |
+13,678
| New | +$967K | 0.57% | 12 |
|