GWMR
GC Wealth Management RIA’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 | $3.34M | Buy |
25,986
+917
| +4% | +$118K | 0.27% | 79 |
|
|
2025
Q1 | $2.91M | Hold |
25,069
| – | – | 0.53% | 44 |
|
|
2024
Q4 | $2.95M | Buy |
25,069
+1
| +0% | +$117 | 0.52% | 40 |
|
|
2024
Q3 | $3M | Hold |
25,068
| – | – | 0.52% | 39 |
|
|
2024
Q2 | $2.82M | Sell |
25,068
-23,618
| -49% | -$2.66M | 0.56% | 32 |
|
|
2024
Q1 | $5.38M | Sell |
48,686
-1,229
| -2% | -$136K | 1.08% | 19 |
|
|
2023
Q4 | $5.14M | Buy |
+49,915
| New | +$5.14M | 2.31% | 6 |
|