GWM
GoalFusion Wealth 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 | $25.5M | Sell |
198,256
-1,550
| -0.8% | -$199K | 13.09% | 3 |
|
|
2025
Q1 | $23.2M | Buy |
199,806
+1,935
| +1% | +$224K | 12.68% | 3 |
|
|
2024
Q4 | $23.2M | Buy |
197,871
+6,366
| +3% | +$748K | 12.67% | 3 |
|
|
2024
Q3 | $22.9M | Buy |
191,505
+12,875
| +7% | +$1.54M | 12.7% | 3 |
|
|
2024
Q2 | $20.1M | Sell |
178,630
-339
| -0.2% | -$38.2K | 12.5% | 3 |
|
|
2024
Q1 | $19.8M | Buy |
178,969
+41
| +0% | +$4.53K | 12.6% | 3 |
|
|
2023
Q4 | $18.4M | Buy |
178,928
+1,272
| +0.7% | +$131K | 12.54% | 3 |
|
|
2023
Q3 | $16.6M | Buy |
177,656
+2,183
| +1% | +$203K | 12.3% | 4 |
|
|
2023
Q2 | $17M | Buy |
175,473
+4,491
| +3% | +$436K | 12.53% | 4 |
|
|
2023
Q1 | $15.7M | Sell |
170,982
-21,349
| -11% | -$1.97M | 12.37% | 4 |
|
|
2022
Q4 | $17.8M | Buy |
192,331
+9,668
| +5% | +$897K | 14.38% | 4 |
|
|
2022
Q3 | $14.4M | Buy |
182,663
+12,028
| +7% | +$949K | 13.63% | 4 |
|
|
2022
Q2 | $14.6M | Buy |
170,635
+9,749
| +6% | +$832K | 13.65% | 4 |
|
|
2022
Q1 | $16.3M | Buy |
160,886
+11,011
| +7% | +$1.12M | 14.05% | 4 |
|
|
2021
Q4 | $14.6M | Buy |
+149,875
| New | +$14.6M | 14.34% | 3 |
|