LWM
Ledge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $923K | Hold |
8,970
| – | – | 0.36% | 43 |
|
|
2023
Q3 | $836K | Hold |
8,970
| – | – | 0.38% | 43 |
|
|
2023
Q2 | $870K | Hold |
8,970
| – | – | 0.42% | 43 |
|
|
2023
Q1 | $826K | Sell |
8,970
-4,530
| -34% | -$417K | 0.39% | 45 |
|
|
2022
Q4 | $1.16M | Buy |
+13,500
| New | +$1.16M | 0.53% | 46 |
|