KWMG LLC’s Vanguard Total World Stock ETF VT Stock Holding History

KWMG LLC’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$491K	Buy	3,127 +37	+1%	+$5.64K	0.04%	118
2026 Q1	$427K	Buy	3,090 +34	+1%	+$4.89K	0.04%	122
2025 Q4	$431K	Buy	3,056 +44	+1%	+$6.15K	0.04%	126
2025 Q3	$415K	Buy	+3,012	New	+$400K	0.04%	123
2019 Q3	–	Sell	-2,679	Closed	-$201K	–	119
2019 Q2	$201K	Sell	2,679 -83	-3%	-$6.15K	0.05%	112
2019 Q1	$202K	Sell	2,762 -2,303	-45%	-$163K	0.05%	113
2018 Q4	$332K	Sell	5,065 -1,562	-24%	-$109K	0.09%	103
2018 Q3	$503K	Sell	6,627 -499	-7%	-$37.6K	0.13%	94
2018 Q2	$523K	Sell	7,126 -92	-1%	-$6.86K	0.14%	94
2018 Q1	$531K	Sell	7,218 -316	-4%	-$23.9K	0.16%	90
2017 Q4	$559K	Sell	7,534 -102	-1%	-$7.41K	0.17%	93
2017 Q3	$540K	Sell	7,636 -302	-4%	-$20.9K	0.18%	92
2017 Q2	$536K	Sell	7,938 -939	-11%	-$62.8K	0.19%	91
2017 Q1	$579K	Sell	8,877 -2,778	-24%	-$178K	0.22%	90
2016 Q4	$711K	Sell	11,655 -630	-5%	-$38.1K	0.31%	94
2016 Q3	$748K	Sell	12,285 -489	-4%	-$29.5K	0.36%	83
2016 Q2	$742K	Buy	+12,774	New	+$741K	0.4%	73

Other funds holding VT

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Topor & Co Korea Seoul $127M AUM

GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $300M AUM 23.79% 1-Year Est. Return