CWA
Consilio Wealth Advisors’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 | $12.7M | Sell |
99,048
-53,735
| -35% | -$6.88M | 4.52% | 7 |
|
|
2025
Q1 | $17.7M | Buy |
152,783
+140,452
| +1,139% | +$16.3M | 7.4% | 5 |
|
|
2024
Q4 | $1.45M | Buy |
12,331
+897
| +8% | +$105K | 0.59% | 22 |
|
|
2024
Q3 | $1.37M | Buy |
11,434
+3
| +0% | +$359 | 0.56% | 23 |
|
|
2024
Q2 | $1.29M | Buy |
11,431
+4
| +0% | +$451 | 0.58% | 23 |
|
|
2024
Q1 | $1.26M | Sell |
11,427
-2,815
| -20% | -$311K | 0.59% | 21 |
|
|
2023
Q4 | $1.47M | Buy |
14,242
+36
| +0.3% | +$3.7K | 0.74% | 21 |
|
|
2023
Q3 | $1.3M | Sell |
14,206
-6,948
| -33% | -$635K | 0.76% | 22 |
|
|
2023
Q2 | $2.05M | Buy |
21,154
+23
| +0.1% | +$2.23K | 1.13% | 18 |
|
|
2023
Q1 | $1.95M | Sell |
21,131
-784
| -4% | -$72.2K | 1.1% | 22 |
|
|
2022
Q4 | $1.89M | Sell |
21,915
-4,765
| -18% | -$411K | 1.21% | 18 |
|
|
2022
Q3 | $2.11M | Buy |
+26,680
| New | +$2.11M | 1.65% | 16 |
|