LWM
Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
+1,620
| New | +$208K | 0.03% | 219 |
|
|
2025
Q1 | – | Sell |
-2,045
| Closed | -$240K | – | 211 |
|
|
2024
Q4 | $240K | Buy |
2,045
+8
| +0.4% | +$940 | 0.04% | 180 |
|
|
2024
Q3 | $244K | Buy |
2,037
+4
| +0.2% | +$479 | 0.04% | 182 |
|
|
2024
Q2 | $229K | Buy |
2,033
+1
| +0% | +$113 | 0.04% | 182 |
|
|
2024
Q1 | $224K | Sell |
2,032
-107,297
| -98% | -$11.8M | 0.04% | 172 |
|
|
2023
Q4 | $193K | Buy |
109,329
+105,416
| +2,694% | +$186K | 0.04% | 161 |
|
|
2023
Q3 | $365K | Buy |
+3,913
| New | +$365K | 0.09% | 112 |
|
|
2021
Q4 | – | Sell |
-1,135
| Closed | -$116K | – | 1086 |
|
|
2021
Q3 | $116K | Buy |
1,135
+1
| +0.1% | +$102 | 0.04% | 264 |
|
|
2021
Q2 | $118K | Sell |
1,134
-285
| -20% | -$29.7K | 0.05% | 192 |
|
|
2021
Q1 | $133K | Hold |
1,419
| – | – | 0.07% | 148 |
|
|
2020
Q4 | $133K | Buy |
1,419
+1
| +0.1% | +$94 | 0.07% | 147 |
|
|
2020
Q3 | $114K | Buy |
1,418
+2
| +0.1% | +$161 | 0.07% | 149 |
|
|
2020
Q2 | $106K | Sell |
1,416
-1,272
| -47% | -$95.2K | 0.07% | 144 |
|
|
2020
Q1 | $169K | Buy |
2,688
+7
| +0.3% | +$440 | 0.15% | 99 |
|
|
2019
Q4 | $217K | Buy |
2,681
+15
| +0.6% | +$1.21K | 0.17% | 98 |
|
|
2019
Q3 | $199K | Sell |
2,666
-641
| -19% | -$47.8K | 0.19% | 97 |
|
|
2019
Q2 | $249K | Buy |
3,307
+910
| +38% | +$68.5K | 0.22% | 90 |
|
|
2019
Q1 | $175K | Buy |
2,397
+8
| +0.3% | +$584 | 0.13% | 95 |
|
|
2018
Q4 | $156K | Buy |
+2,389
| New | +$156K | 0.12% | 97 |
|