CWM
Compass 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 | – | Sell |
-176
| Closed | -$20.4K | – | 409 |
|
|
2025
Q1 | $20.4K | Hold |
176
| – | – | 0.01% | 324 |
|
|
2024
Q4 | $20.7K | Hold |
176
| – | – | 0.01% | 320 |
|
|
2024
Q3 | $21.1K | Hold |
176
| – | – | 0.01% | 323 |
|
|
2024
Q2 | $19.8K | Hold |
176
| – | – | ﹤0.01% | 327 |
|
|
2024
Q1 | $19.4K | Hold |
176
| – | – | ﹤0.01% | 324 |
|
|
2023
Q4 | $18.1K | Hold |
176
| – | – | 0.01% | 322 |
|
|
2023
Q3 | $16.4K | Hold |
176
| – | – | 0.01% | 328 |
|
|
2023
Q2 | $17.1K | Hold |
176
| – | – | 0.01% | 337 |
|
|
2023
Q1 | $16.2K | Hold |
176
| – | – | 0.01% | 340 |
|
|
2022
Q4 | $15.2K | Buy |
+176
| New | +$15.2K | 0.01% | 338 |
|