EWM
Endowment 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 | $3.91M | Sell |
30,413
-6,026
| -17% | -$774K | 2.02% | 9 |
|
|
2025
Q1 | $4.23M | Buy |
36,439
+7,314
| +25% | +$848K | 2.72% | 6 |
|
|
2024
Q4 | $3.42M | Buy |
29,125
+526
| +2% | +$61.8K | 2.3% | 9 |
|
|
2024
Q3 | $3.42M | Buy |
28,599
+697
| +2% | +$83.4K | 2.25% | 11 |
|
|
2024
Q2 | $3.14M | Buy |
27,902
+85
| +0.3% | +$9.57K | 2.29% | 11 |
|
|
2024
Q1 | $3.07M | Buy |
27,817
+1,483
| +6% | +$164K | 2.3% | 9 |
|
|
2023
Q4 | $2.71M | Buy |
26,334
+169
| +0.6% | +$17.4K | 2.25% | 10 |
|
|
2023
Q3 | $2.44M | Buy |
26,165
+115
| +0.4% | +$10.7K | 2.19% | 10 |
|
|
2023
Q2 | $2.53M | Sell |
26,050
-223
| -0.8% | -$21.6K | 2.31% | 9 |
|
|
2023
Q1 | $2.38M | Sell |
26,273
-3,024
| -10% | -$274K | 2.39% | 9 |
|
|
2022
Q4 | $2.53M | Sell |
29,297
-214
| -0.7% | -$18.4K | 2.78% | 7 |
|
|
2022
Q3 | $2.33M | Buy |
29,511
+387
| +1% | +$30.5K | 2.82% | 7 |
|
|
2022
Q2 | $2.49M | Buy |
29,124
+663
| +2% | +$56.6K | 2.99% | 7 |
|
|
2022
Q1 | $2.88M | Buy |
28,461
+2,616
| +10% | +$265K | 3.03% | 7 |
|
|
2021
Q4 | $2.78M | Buy |
+25,845
| New | +$2.78M | 2.81% | 8 |
|