GWA
Geometric 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 | $433K | Sell |
3,371
-18
| -0.5% | -$2.31K | 0.06% | 52 |
|
|
2025
Q1 | $393K | Buy |
3,389
+83
| +3% | +$9.62K | 0.07% | 54 |
|
|
2024
Q4 | $388K | Hold |
3,306
| – | – | 0.07% | 50 |
|
|
2024
Q3 | $396K | Buy |
3,306
+676
| +26% | +$80.9K | 0.07% | 49 |
|
|
2024
Q2 | $296K | Hold |
2,630
| – | – | 0.06% | 50 |
|
|
2024
Q1 | $291K | Hold |
2,630
| – | – | 0.07% | 38 |
|
|
2023
Q4 | $271K | Hold |
2,630
| – | – | 0.07% | 37 |
|
|
2023
Q3 | $245K | Hold |
2,630
| – | – | 0.08% | 33 |
|
|
2023
Q2 | $260K | Hold |
2,630
| – | – | 0.08% | 31 |
|
|
2023
Q1 | $244K | Hold |
2,630
| – | – | 0.09% | 32 |
|
|
2022
Q4 | $227K | Hold |
2,630
| – | – | 0.09% | 31 |
|
|
2022
Q3 | $207K | Hold |
2,630
| – | – | 0.1% | 29 |
|
|
2022
Q2 | $224K | Sell |
2,630
-66
| -2% | -$5.62K | 0.11% | 32 |
|
|
2022
Q1 | $273K | Buy |
+2,696
| New | +$273K | 0.82% | 26 |
|