IWC
Integrated Wealth Concepts’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 | $5.52M | Buy |
42,939
+2,951
| +7% | +$379K | 0.06% | 316 |
|
|
2025
Q1 | $4.64M | Buy |
39,988
+929
| +2% | +$108K | 0.05% | 331 |
|
|
2024
Q4 | $4.59M | Buy |
39,059
+3,949
| +11% | +$464K | 0.05% | 317 |
|
|
2024
Q3 | $4.2M | Buy |
35,110
+1,932
| +6% | +$231K | 0.05% | 334 |
|
|
2024
Q2 | $3.74M | Buy |
33,178
+1,461
| +5% | +$165K | 0.05% | 331 |
|
|
2024
Q1 | $3.5M | Buy |
31,717
+4,746
| +18% | +$524K | 0.05% | 344 |
|
|
2023
Q4 | $2.77M | Buy |
26,971
+6,666
| +33% | +$686K | 0.05% | 370 |
|
|
2023
Q3 | $1.89M | Buy |
20,305
+775
| +4% | +$72.2K | 0.03% | 472 |
|
|
2023
Q2 | $1.89M | Buy |
19,530
+690
| +4% | +$66.9K | 0.03% | 481 |
|
|
2023
Q1 | $1.74M | Sell |
18,840
-584
| -3% | -$53.8K | 0.04% | 457 |
|
|
2022
Q4 | $1.67M | Buy |
19,424
+454
| +2% | +$39.1K | 0.05% | 356 |
|
|
2022
Q3 | $1.5M | Sell |
18,970
-158
| -0.8% | -$12.5K | 0.05% | 336 |
|
|
2022
Q2 | $1.63M | Buy |
19,128
+283
| +2% | +$24.1K | 0.05% | 325 |
|
|
2022
Q1 | $1.91M | Sell |
18,845
-150
| -0.8% | -$15.2K | 0.06% | 273 |
|
|
2021
Q4 | $2.04M | Sell |
18,995
-1,719
| -8% | -$185K | 0.06% | 260 |
|
|
2021
Q3 | $2.11M | Buy |
20,714
+469
| +2% | +$47.8K | 0.07% | 235 |
|
|
2021
Q2 | $2.1M | Buy |
20,245
+162
| +0.8% | +$16.8K | 0.07% | 214 |
|
|
2021
Q1 | $1.95M | Sell |
20,083
-798
| -4% | -$77.6K | 0.08% | 194 |
|
|
2020
Q4 | $1.93M | Buy |
20,881
+66
| +0.3% | +$6.11K | 0.09% | 156 |
|
|
2020
Q3 | $1.68M | Sell |
20,815
-80
| -0.4% | -$6.45K | 0.1% | 147 |
|
|
2020
Q2 | $1.56M | Buy |
20,895
+1,803
| +9% | +$135K | 0.11% | 122 |
|
|
2020
Q1 | $1.2M | Sell |
19,092
-444
| -2% | -$27.9K | 0.11% | 125 |
|
|
2019
Q4 | $1.58M | Buy |
19,536
+652
| +3% | +$52.8K | 0.13% | 110 |
|
|
2019
Q3 | $1.41M | Sell |
18,884
-48
| -0.3% | -$3.59K | 0.16% | 99 |
|
|
2019
Q2 | $1.42M | Buy |
18,932
+40
| +0.2% | +$3.01K | 0.19% | 94 |
|
|
2019
Q1 | $1.38M | Buy |
18,892
+687
| +4% | +$50.3K | 0.23% | 85 |
|
|
2018
Q4 | $1.19M | Buy |
18,205
+537
| +3% | +$35.2K | 0.32% | 75 |
|
|
2018
Q3 | $1.34M | Buy |
17,668
+9,631
| +120% | +$733K | 0.41% | 61 |
|
|
2018
Q2 | $440K | Sell |
8,037
-11,515
| -59% | -$630K | 0.15% | 125 |
|
|
2018
Q1 | $1.41M | Buy |
19,552
+2,342
| +14% | +$169K | 0.57% | 41 |
|
|
2017
Q4 | $1.32M | Buy |
+17,210
| New | +$1.32M | 0.56% | 36 |
|