CWM
Collaborative 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 | $529K | Sell |
4,115
-31
| -0.7% | -$3.98K | 0.23% | 86 |
|
|
2025
Q1 | $481K | Sell |
4,146
-714
| -15% | -$82.8K | 0.22% | 89 |
|
|
2024
Q4 | $571K | Sell |
4,860
-2
| -0% | -$235 | 0.26% | 81 |
|
|
2024
Q3 | $582K | Sell |
4,862
-50
| -1% | -$5.99K | 0.26% | 86 |
|
|
2024
Q2 | $553K | Sell |
4,912
-68
| -1% | -$7.66K | 0.27% | 82 |
|
|
2024
Q1 | $550K | Sell |
4,980
-242
| -5% | -$26.7K | 0.28% | 81 |
|
|
2023
Q4 | $537K | Sell |
5,222
-223
| -4% | -$22.9K | 0.29% | 77 |
|
|
2023
Q3 | $507K | Sell |
5,445
-22
| -0.4% | -$2.05K | 0.3% | 80 |
|
|
2023
Q2 | $530K | Buy |
5,467
+13
| +0.2% | +$1.26K | 0.32% | 76 |
|
|
2023
Q1 | $502K | Sell |
5,454
-65
| -1% | -$5.99K | 0.32% | 81 |
|
|
2022
Q4 | $476K | Sell |
5,519
-420
| -7% | -$36.2K | 0.31% | 88 |
|
|
2022
Q3 | $468K | Buy |
5,939
+901
| +18% | +$71K | 0.33% | 83 |
|
|
2022
Q2 | $430K | Buy |
+5,038
| New | +$430K | 0.28% | 101 |
|
|
2021
Q1 | $527K | Buy |
+5,207
| New | +$527K | 0.3% | 105 |
|