EWM
Empirical Wealth 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 | $2.55M | Buy |
19,821
+1,146
| +6% | +$147K | 0.06% | 204 |
|
|
2025
Q1 | $2.17M | Buy |
18,675
+492
| +3% | +$57K | 0.06% | 202 |
|
|
2024
Q4 | $2.14M | Sell |
18,183
-696
| -4% | -$81.8K | 0.06% | 188 |
|
|
2024
Q3 | $2.26M | Buy |
18,879
+924
| +5% | +$111K | 0.06% | 172 |
|
|
2024
Q2 | $2.02M | Sell |
17,955
-1,301
| -7% | -$147K | 0.06% | 180 |
|
|
2024
Q1 | $2.13M | Buy |
19,256
+196
| +1% | +$21.7K | 0.06% | 173 |
|
|
2023
Q4 | $1.96M | Buy |
19,060
+2,924
| +18% | +$301K | 0.07% | 169 |
|
|
2023
Q3 | $1.5M | Buy |
16,136
+1,387
| +9% | +$129K | 0.06% | 180 |
|
|
2023
Q2 | $1.43M | Buy |
14,749
+329
| +2% | +$31.9K | 0.06% | 190 |
|
|
2023
Q1 | $1.33M | Sell |
14,420
-459
| -3% | -$42.3K | 0.06% | 178 |
|
|
2022
Q4 | $1.28M | Sell |
14,879
-4,727
| -24% | -$407K | 0.06% | 178 |
|
|
2022
Q3 | $1.55M | Buy |
19,606
+793
| +4% | +$62.6K | 0.08% | 152 |
|
|
2022
Q2 | $1.61M | Buy |
18,813
+2,812
| +18% | +$240K | 0.08% | 154 |
|
|
2022
Q1 | $1.62M | Sell |
16,001
-7,638
| -32% | -$774K | 0.08% | 155 |
|
|
2021
Q4 | $2.54M | Sell |
23,639
-1,070
| -4% | -$115K | 0.13% | 108 |
|
|
2021
Q3 | $2.52M | Buy |
24,709
+983
| +4% | +$100K | 0.14% | 96 |
|
|
2021
Q2 | $2.46M | Sell |
23,726
-146
| -0.6% | -$15.1K | 0.15% | 94 |
|
|
2021
Q1 | $2.32M | Buy |
23,872
+1,211
| +5% | +$118K | 0.19% | 87 |
|
|
2020
Q4 | $2.1M | Buy |
22,661
+1,318
| +6% | +$122K | 0.16% | 92 |
|
|
2020
Q3 | $1.72M | Buy |
21,343
+231
| +1% | +$18.6K | 0.15% | 95 |
|
|
2020
Q2 | $1.58M | Buy |
21,112
+642
| +3% | +$48K | 0.15% | 99 |
|
|
2020
Q1 | $1.29M | Buy |
20,470
+4,509
| +28% | +$283K | 0.14% | 99 |
|
|
2019
Q4 | $1.29M | Sell |
15,961
-241
| -1% | -$19.5K | 0.14% | 102 |
|
|
2019
Q3 | $1.21M | Sell |
16,202
-815
| -5% | -$61K | 0.15% | 100 |
|
|
2019
Q2 | $1.28M | Sell |
17,017
-405
| -2% | -$30.4K | 0.17% | 90 |
|
|
2019
Q1 | $1.28M | Sell |
17,422
-935
| -5% | -$68.4K | 0.19% | 75 |
|
|
2018
Q4 | $1.2M | Buy |
18,357
+178
| +1% | +$11.7K | 0.2% | 65 |
|
|
2018
Q3 | $1.38M | Sell |
18,179
-80
| -0.4% | -$6.06K | 0.24% | 54 |
|
|
2018
Q2 | $1.34M | Sell |
18,259
-735
| -4% | -$53.9K | 0.25% | 55 |
|
|
2018
Q1 | $1.4M | Buy |
18,994
+1,100
| +6% | +$81K | 0.28% | 52 |
|
|
2017
Q4 | $1.33M | Sell |
17,894
-367
| -2% | -$27.3K | 0.29% | 45 |
|
|
2017
Q3 | $1.29M | Sell |
18,261
-33
| -0.2% | -$2.33K | 0.3% | 47 |
|
|
2017
Q2 | $1.24M | Sell |
18,294
-829
| -4% | -$56K | 0.3% | 45 |
|
|
2017
Q1 | $1.25M | Sell |
19,123
-908
| -5% | -$59.2K | 0.31% | 39 |
|
|
2016
Q4 | $1.22M | Buy |
+20,031
| New | +$1.22M | 0.3% | 39 |
|
|
2016
Q3 | – | Sell |
-20,206
| Closed | -$1.17M | – | 117 |
|
|
2016
Q2 | $1.17M | Sell |
20,206
-155
| -0.8% | -$9K | 0.31% | 39 |
|
|
2016
Q1 | $1.18M | Sell |
20,361
-1,670
| -8% | -$96.4K | 0.28% | 43 |
|
|
2015
Q4 | $1.27M | Sell |
22,031
-243
| -1% | -$14K | 0.31% | 43 |
|
|
2015
Q3 | $1.23M | Buy |
22,274
+664
| +3% | +$36.7K | 0.29% | 45 |
|
|
2015
Q2 | $1.33M | Buy |
21,610
+316
| +1% | +$19.4K | 0.31% | 45 |
|
|
2015
Q1 | $1.31M | Sell |
21,294
-1,454
| -6% | -$89.5K | 0.31% | 44 |
|
|
2014
Q4 | $1.37M | Sell |
22,748
-644
| -3% | -$38.7K | 0.33% | 41 |
|
|
2014
Q3 | $1.41M | Sell |
23,392
-433
| -2% | -$26.1K | 0.34% | 42 |
|
|
2014
Q2 | $1.48M | Sell |
23,825
-303
| -1% | -$18.9K | 0.37% | 37 |
|
|
2014
Q1 | $1.44M | Sell |
24,128
-5,714
| -19% | -$341K | 0.38% | 37 |
|
|
2013
Q4 | $1.77M | Sell |
29,842
-787
| -3% | -$46.8K | 0.5% | 25 |
|
|
2013
Q3 | $1.7M | Sell |
30,629
-2,760
| -8% | -$153K | 0.53% | 20 |
|
|
2013
Q2 | $1.72M | Buy |
+33,389
| New | +$1.72M | 0.57% | 19 |
|