CWA
Constellation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $3.07M | Buy |
55,475
+3,048
| +6% | +$169K | 0.34% | 46 |
|
|
2015
Q2 | $3.23M | Buy |
52,427
+3,723
| +8% | +$229K | 0.27% | 70 |
|
|
2015
Q1 | $3M | Buy |
48,704
+20,499
| +73% | +$1.26M | 0.26% | 72 |
|
|
2014
Q4 | $1.7M | Buy |
28,205
+631
| +2% | +$37.9K | 0.14% | 88 |
|
|
2014
Q3 | $1.67M | Buy |
27,574
+20,155
| +272% | +$1.22M | 0.15% | 88 |
|
|
2014
Q2 | $462K | Buy |
+7,419
| New | +$462K | 0.05% | 123 |
|
|
2014
Q1 | – | Sell |
-70,904
| Closed | -$4.21M | – | 205 |
|
|
2013
Q4 | $4.21M | Buy |
+70,904
| New | +$4.21M | 0.4% | 62 |
|