MWM
MBE 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 | $497K | Hold |
3,866
| – | – | 0.22% | 61 |
|
|
2025
Q1 | $448K | Hold |
3,866
| – | – | 0.21% | 60 |
|
|
2024
Q4 | $454K | Buy |
3,866
+38
| +1% | +$4.46K | 0.26% | 50 |
|
|
2024
Q3 | $458K | Buy |
3,828
+4
| +0.1% | +$479 | 0.25% | 56 |
|
|
2024
Q2 | $431K | Buy |
3,824
+6
| +0.2% | +$676 | 0.26% | 55 |
|
|
2024
Q1 | $422K | Buy |
3,818
+17
| +0.4% | +$1.88K | 0.26% | 56 |
|
|
2023
Q4 | $391K | Hold |
3,801
| – | – | 0.2% | 59 |
|
|
2023
Q3 | $354K | Hold |
3,801
| – | – | 0.2% | 54 |
|
|
2023
Q2 | $369K | Buy |
3,801
+37
| +1% | +$3.59K | 0.2% | 55 |
|
|
2023
Q1 | $347K | Buy |
3,764
+26
| +0.7% | +$2.39K | 0.2% | 53 |
|
|
2022
Q4 | $322K | Buy |
3,738
+244
| +7% | +$21K | 0.21% | 50 |
|
|
2022
Q3 | $276K | Buy |
+3,494
| New | +$276K | 0.2% | 47 |
|
|
2022
Q2 | – | Sell |
-2,103
| Closed | -$213K | – | 73 |
|
|
2022
Q1 | $213K | Buy |
2,103
+32
| +2% | +$3.24K | 0.13% | 67 |
|
|
2021
Q4 | $222K | Buy |
2,071
+24
| +1% | +$2.57K | 0.11% | 57 |
|
|
2021
Q3 | $208K | Buy |
2,047
+56
| +3% | +$5.69K | 0.11% | 58 |
|
|
2021
Q2 | $206K | Buy |
+1,991
| New | +$206K | 0.11% | 55 |
|
|
2021
Q1 | – | Sell |
-2,294
| Closed | -$212K | – | 64 |
|
|
2020
Q4 | $212K | Buy |
+2,294
| New | +$212K | 0.14% | 54 |
|
|
2020
Q2 | – | Sell |
-2,275
| Closed | -$142K | – | 510 |
|
|
2020
Q1 | $142K | Buy |
+2,275
| New | +$142K | 0.14% | 52 |
|