IAA
Independent Advisor Alliance’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,371
| Closed | -$1.1M | – | 1363 |
|
|
2024
Q4 | $1.1M | Buy |
+9,371
| New | +$1.1M | 0.01% | 702 |
|
|
2020
Q1 | – | Sell |
-10,714
| Closed | -$868K | – | 844 |
|
|
2019
Q4 | $868K | Buy |
+10,714
| New | +$868K | 0.04% | 400 |
|
|
2017
Q2 | – | Sell |
-23,911
| Closed | -$1.55M | – | 409 |
|
|
2017
Q1 | $1.55M | Buy |
+23,911
| New | +$1.55M | 0.25% | 122 |
|