EFG
Ethos Financial Group’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 | $27M | Buy |
210,387
+14,637
| +7% | +$1.88M | 2.33% | 6 |
|
|
2025
Q1 | $23M | Buy |
195,750
+891
| +0.5% | +$105K | 2.2% | 6 |
|
|
2024
Q4 | $22.9M | Buy |
194,859
+21,490
| +12% | +$2.52M | 2.98% | 4 |
|
|
2024
Q3 | $20.8M | Buy |
173,369
+2,636
| +2% | +$316K | 3.42% | 5 |
|
|
2024
Q2 | $19.2M | Buy |
170,733
+2,382
| +1% | +$268K | 3.39% | 4 |
|
|
2024
Q1 | $18.6M | Buy |
168,351
+3,068
| +2% | +$339K | 3.52% | 2 |
|
|
2023
Q4 | $17M | Buy |
165,283
+1,580
| +1% | +$163K | 3.62% | 2 |
|
|
2023
Q3 | $15.3M | Buy |
163,703
+23,002
| +16% | +$2.14M | 3.95% | 2 |
|
|
2023
Q2 | $13M | Hold |
140,701
| – | – | 4.38% | 3 |
|
|
2023
Q1 | $13M | Buy |
140,701
+57,345
| +69% | +$5.28M | 4.03% | 3 |
|
|
2022
Q4 | $7.18M | Buy |
+83,356
| New | +$7.18M | 2.43% | 14 |
|