FAM
Forte 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,050
| Closed | -$245K | – | 65 |
|
|
2024
Q3 | $245K | Hold |
2,050
| – | – | 0.13% | 63 |
|
|
2024
Q2 | $231K | Hold |
2,050
| – | – | 0.14% | 61 |
|
|
2024
Q1 | $227K | Buy |
+2,050
| New | +$227K | 0.14% | 57 |
|
|
2023
Q4 | – | Sell |
-3,370
| Closed | -$314K | – | 61 |
|
|
2023
Q3 | $314K | Hold |
3,370
| – | – | 0.21% | 44 |
|
|
2023
Q2 | $327K | Hold |
3,370
| – | – | 0.21% | 50 |
|
|
2023
Q1 | $310K | Buy |
+3,370
| New | +$310K | 0.21% | 52 |
|