DWP
Destiny 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Sell |
43,153
-165
| -0.4% | -$21.2K | 0.75% | 49 |
|
|
2025
Q1 | $5.02M | Sell |
43,318
-244
| -0.6% | -$28.3K | 0.8% | 43 |
|
|
2024
Q4 | $5.12M | Sell |
43,562
-1,212
| -3% | -$142K | 0.84% | 42 |
|
|
2024
Q3 | $5.36M | Sell |
44,774
-427
| -0.9% | -$51.1K | 0.94% | 36 |
|
|
2024
Q2 | $5.09M | Sell |
45,201
-47
| -0.1% | -$5.29K | 0.91% | 35 |
|
|
2024
Q1 | $5M | Sell |
45,248
-609
| -1% | -$67.3K | 0.9% | 44 |
|
|
2023
Q4 | $4.63M | Buy |
45,857
+10
| +0% | +$1.01K | 0.87% | 44 |
|
|
2023
Q3 | $4.27M | Hold |
45,847
| – | – | 0.86% | 41 |
|
|
2023
Q2 | $4.55M | Hold |
45,847
| – | – | 0.87% | 40 |
|
|
2023
Q1 | $4.22M | Sell |
45,847
-59
| -0.1% | -$5.43K | 0.87% | 37 |
|
|
2022
Q4 | $3.96M | Hold |
45,906
| – | – | 0.86% | 35 |
|
|
2022
Q3 | $3.62M | Sell |
45,906
-748
| -2% | -$59K | 0.81% | 42 |
|
|
2022
Q2 | $3.98M | Sell |
46,654
-295
| -0.6% | -$25.2K | 0.88% | 40 |
|
|
2022
Q1 | $4.76M | Sell |
46,949
-720
| -2% | -$72.9K | 0.93% | 39 |
|
|
2021
Q4 | $5.12M | Buy |
47,669
+4
| +0% | +$430 | 0.99% | 40 |
|
|
2021
Q3 | $4.85M | Sell |
47,665
-1,408
| -3% | -$143K | 0.97% | 41 |
|
|
2021
Q2 | $5.08M | Hold |
49,073
| – | – | 0.97% | 42 |
|
|
2021
Q1 | $4.77M | Sell |
49,073
-619
| -1% | -$60.2K | 1% | 37 |
|
|
2020
Q4 | $4.6M | Buy |
+49,692
| New | +$4.6M | 0.96% | 38 |
|