FWA
FSM Wealth Advisors’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 | $23.4M | Buy |
182,134
+23,354
| +15% | +$3M | 3.81% | 6 |
|
|
2025
Q1 | $18.4M | Buy |
158,780
+2,499
| +2% | +$290K | 4.14% | 6 |
|
|
2024
Q4 | $18.5M | Buy |
156,281
+8,371
| +6% | +$992K | 4.53% | 5 |
|
|
2024
Q3 | $17.7M | Buy |
147,910
+12,327
| +9% | +$1.48M | 4.7% | 5 |
|
|
2024
Q2 | $15.3M | Buy |
135,583
+11,393
| +9% | +$1.28M | 5.12% | 3 |
|
|
2024
Q1 | $13.7M | Buy |
124,190
+34,086
| +38% | +$3.77M | 4.87% | 3 |
|
|
2023
Q4 | $9.27M | Buy |
90,104
+6,572
| +8% | +$676K | 3.94% | 6 |
|
|
2023
Q3 | $7.78M | Sell |
83,532
-1,993
| -2% | -$186K | 3.92% | 5 |
|
|
2023
Q2 | $8.29M | Buy |
85,525
+10,060
| +13% | +$975K | 4.16% | 2 |
|
|
2023
Q1 | $6.95M | Buy |
75,465
+16,978
| +29% | +$1.56M | 4.03% | 2 |
|
|
2022
Q4 | $5.04M | Buy |
58,487
+7,701
| +15% | +$664K | 3.59% | 4 |
|
|
2022
Q3 | $4.01M | Buy |
50,786
+5,240
| +12% | +$413K | 3.33% | 6 |
|
|
2022
Q2 | $4.17M | Buy |
+45,546
| New | +$4.17M | 4.13% | 3 |
|