CWAG
Compton Wealth Advisory Group’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,257
| Closed | -$853K | – | 107 |
|
|
2024
Q4 | $853K | Buy |
7,257
+4,340
| +149% | +$510K | 0.22% | 62 |
|
|
2024
Q3 | $349K | Buy |
2,917
+4
| +0.1% | +$479 | 0.09% | 89 |
|
|
2024
Q2 | $328K | Hold |
2,913
| – | – | 0.09% | 87 |
|
|
2024
Q1 | $322K | Buy |
2,913
+98
| +3% | +$10.8K | 0.09% | 86 |
|
|
2023
Q4 | $290K | Buy |
+2,815
| New | +$290K | 0.09% | 78 |
|