CWP
Concord Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19
| Closed | -$1.84K | – | 1076 |
|
|
2023
Q2 | $1.84K | Hold |
19
| – | – | ﹤0.01% | 878 |
|
|
2023
Q1 | $1.75K | Hold |
19
| – | – | ﹤0.01% | 833 |
|
|
2022
Q4 | $1.64K | Buy |
+19
| New | +$1.64K | ﹤0.01% | 985 |
|
|
2022
Q3 | – | Sell |
-19
| Closed | -$2K | – | 1135 |
|
|
2022
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 1078 |
|
|
2022
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 1148 |
|
|
2021
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 1176 |
|
|
2021
Q3 | – | Sell |
-19
| Closed | -$2K | – | 1035 |
|
|
2021
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 924 |
|
|
2021
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 858 |
|