CAAM
Cornerstone Advisors Asset 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 | $667K | Buy |
5,187
+22
| +0.4% | +$2.83K | 0.13% | 69 |
|
|
2025
Q1 | $599K | Buy |
5,165
+2,520
| +95% | +$292K | 0.12% | 80 |
|
|
2024
Q4 | $311K | Buy |
2,645
+294
| +13% | +$34.5K | 0.07% | 96 |
|
|
2024
Q3 | $281K | Buy |
2,351
+8
| +0.3% | +$958 | 0.06% | 99 |
|
|
2024
Q2 | $264K | Buy |
2,343
+12
| +0.5% | +$1.35K | 0.07% | 95 |
|
|
2024
Q1 | $258K | Buy |
+2,331
| New | +$258K | 0.09% | 95 |
|