FAM
Formidable 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 | $406K | Hold |
3,500
| – | – | 0.07% | 265 |
|
|
2025
Q1 | $406K | Hold |
3,500
| – | – | 0.07% | 263 |
|
|
2024
Q4 | $411K | Sell |
3,500
-89
| -2% | -$10.5K | 0.07% | 263 |
|
|
2024
Q3 | $430K | Sell |
3,589
-1
| -0% | -$120 | 0.07% | 244 |
|
|
2024
Q2 | $404K | Hold |
3,590
| – | – | 0.07% | 262 |
|
|
2024
Q1 | $397K | Sell |
3,590
-94
| -3% | -$10.4K | 0.06% | 251 |
|
|
2023
Q4 | $379K | Hold |
3,684
| – | – | 0.08% | 201 |
|
|
2023
Q3 | $343K | Sell |
3,684
-308
| -8% | -$28.7K | 0.08% | 209 |
|
|
2023
Q2 | $357K | Buy |
3,992
+308
| +8% | +$27.5K | 0.08% | 202 |
|
|
2023
Q1 | $341K | Hold |
3,684
| – | – | 0.07% | 212 |
|
|
2022
Q4 | $318K | Hold |
3,684
| – | – | 0.07% | 221 |
|
|
2022
Q3 | $308K | Hold |
3,684
| – | – | 0.07% | 215 |
|
|
2022
Q2 | $314K | Hold |
3,684
| – | – | 0.07% | 225 |
|
|
2022
Q1 | $373K | Hold |
3,684
| – | – | 0.07% | 229 |
|
|
2021
Q4 | $398K | Hold |
3,684
| – | – | 0.08% | 217 |
|
|
2021
Q3 | $375K | Hold |
3,684
| – | – | 0.07% | 234 |
|
|
2021
Q2 | $380K | Hold |
3,684
| – | – | 0.08% | 200 |
|
|
2021
Q1 | $363K | Hold |
3,684
| – | – | 0.08% | 196 |
|
|
2020
Q4 | $339K | Hold |
3,684
| – | – | 0.08% | 194 |
|
|
2020
Q3 | $298K | Hold |
3,684
| – | – | 0.09% | 178 |
|
|
2020
Q2 | $289K | Buy |
+3,684
| New | +$289K | 0.09% | 182 |
|
|
2020
Q1 | – | Sell |
-3,684
| Closed | -$304K | – | 278 |
|
|
2019
Q4 | $304K | Hold |
3,684
| – | – | 0.1% | 159 |
|
|
2019
Q3 | $278K | Hold |
3,684
| – | – | 0.26% | 66 |
|
|
2019
Q2 | $277K | Buy |
+3,684
| New | +$277K | 0.1% | 161 |
|
|
2017
Q4 | – | Sell |
-3,500
| Closed | -$248K | – | 197 |
|
|
2017
Q3 | $248K | Hold |
3,500
| – | – | 0.1% | 168 |
|
|
2017
Q2 | $236K | Hold |
3,500
| – | – | 0.12% | 145 |
|
|
2017
Q1 | $234K | Buy |
+3,500
| New | +$234K | 0.1% | 159 |
|