IWA
Intercontinental 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.1M | Hold |
11,300
| – | – | 0.26% | 88 |
|
|
2023
Q1 | $1.04M | Hold |
11,300
| – | – | 0.27% | 86 |
|
|
2022
Q4 | $974K | Sell |
11,300
-5,306
| -32% | -$457K | 0.29% | 81 |
|
|
2022
Q3 | $1.31M | Hold |
16,606
| – | – | 0.41% | 47 |
|
|
2022
Q2 | $1.42M | Buy |
16,606
+5,306
| +47% | +$453K | 0.38% | 49 |
|
|
2022
Q1 | $1.15M | Hold |
11,300
| – | – | 0.26% | 80 |
|
|
2021
Q4 | $1.21M | Hold |
11,300
| – | – | 0.26% | 78 |
|
|
2021
Q3 | $1.15M | Hold |
11,300
| – | – | 0.27% | 78 |
|
|
2021
Q2 | $1.17M | Hold |
11,300
| – | – | 0.23% | 85 |
|
|
2021
Q1 | $1.1M | Hold |
11,300
| – | – | 0.24% | 87 |
|
|
2020
Q4 | $1.05M | Sell |
11,300
-920
| -8% | -$85.2K | 0.25% | 83 |
|
|
2020
Q3 | $985K | Sell |
12,220
-650
| -5% | -$52.4K | 0.29% | 71 |
|
|
2020
Q2 | $963K | Sell |
12,870
-900
| -7% | -$67.3K | 0.31% | 65 |
|
|
2020
Q1 | $865K | Buy |
13,770
+12,200
| +777% | +$766K | 0.46% | 55 |
|
|
2019
Q4 | $129K | Sell |
1,570
-7,980
| -84% | -$656K | 0.11% | 138 |
|
|
2019
Q3 | $715K | Hold |
9,550
| – | – | 0.44% | 45 |
|
|
2019
Q2 | $718K | Sell |
9,550
-1,070
| -10% | -$80.4K | 0.37% | 44 |
|
|
2019
Q1 | $777K | Sell |
10,620
-14,285
| -57% | -$1.05M | 0.39% | 42 |
|
|
2018
Q4 | $1.63M | Buy |
24,905
+22,015
| +762% | +$1.44M | 0.91% | 20 |
|
|
2018
Q3 | $219K | Sell |
2,890
-1,243
| -30% | -$94.2K | 0.11% | 124 |
|
|
2018
Q2 | $303K | Hold |
4,133
| – | – | 0.17% | 92 |
|
|
2018
Q1 | $304K | Hold |
4,133
| – | – | 0.18% | 93 |
|
|
2017
Q4 | $307K | Hold |
4,133
| – | – | 0.17% | 96 |
|
|
2017
Q3 | $292K | Hold |
4,133
| – | – | 0.18% | 89 |
|
|
2017
Q2 | $279K | Hold |
4,133
| – | – | 0.18% | 88 |
|
|
2017
Q1 | $270K | Sell |
4,133
-55
| -1% | -$3.59K | 0.16% | 111 |
|
|
2016
Q4 | $255K | Buy |
+4,188
| New | +$255K | 0.16% | 123 |
|