GM
GeoWealth 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 | $7.79M | Sell |
60,584
-2,510
| -4% | -$323K | 0.3% | 43 |
|
|
2025
Q1 | $7.32M | Sell |
63,094
-4,876
| -7% | -$565K | 0.29% | 45 |
|
|
2024
Q4 | $7.99M | Buy |
67,970
+466
| +0.7% | +$54.7K | 0.26% | 65 |
|
|
2024
Q3 | $8.08M | Sell |
67,504
-2,348
| -3% | -$281K | 0.29% | 60 |
|
|
2024
Q2 | $7.87M | Sell |
69,852
-2,399
| -3% | -$270K | 0.34% | 43 |
|
|
2024
Q1 | $7.98M | Buy |
72,251
+72,039
| +33,981% | +$7.96M | 0.31% | 64 |
|
|
2023
Q4 | $21K | Sell |
212
-403
| -66% | -$39.9K | ﹤0.01% | 650 |
|
|
2023
Q3 | $58K | Sell |
615
-73
| -11% | -$6.89K | 0.01% | 386 |
|
|
2023
Q2 | $67K | Sell |
688
-3
| -0.4% | -$292 | 0.01% | 315 |
|
|
2023
Q1 | $63K | Buy |
+691
| New | +$63K | 0.01% | 279 |
|