CIAS
CFS Investment Advisory Services’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 | $1.89M | Buy |
14,723
+632
| +4% | +$81.2K | 0.15% | 119 |
|
|
2025
Q1 | $1.63M | Buy |
14,091
+760
| +6% | +$88.1K | 0.15% | 124 |
|
|
2024
Q4 | $1.57M | Buy |
13,331
+752
| +6% | +$88.3K | 0.14% | 125 |
|
|
2024
Q3 | $1.51M | Buy |
12,579
+925
| +8% | +$111K | 0.13% | 124 |
|
|
2024
Q2 | $1.31M | Buy |
+11,654
| New | +$1.31M | 0.11% | 117 |
|
|
2023
Q3 | – | Sell |
-10,540
| Closed | -$1.02M | – | 253 |
|
|
2023
Q2 | $1.02M | Buy |
+10,540
| New | +$1.02M | 0.13% | 117 |
|
|
2022
Q3 | – | Sell |
-9,680
| Closed | -$826K | – | 364 |
|
|
2022
Q2 | $826K | Sell |
9,680
-969,794
| -99% | -$82.8M | 0.13% | 139 |
|
|
2022
Q1 | $10K | Buy |
979,474
+972,730
| +14,424% | +$9.93K | 0.04% | 157 |
|
|
2021
Q4 | $691K | Buy |
+6,744
| New | +$691K | 0.09% | 151 |
|