NEWAS
N.E.W. Advisory Services’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 | $321K | Sell |
2,499
-73
| -3% | -$9.38K | 0.03% | 142 |
|
|
2025
Q1 | $298K | Buy |
2,572
+113
| +5% | +$13.1K | 0.02% | 171 |
|
|
2024
Q4 | $289K | Buy |
2,459
+5
| +0.2% | +$587 | 0.03% | 156 |
|
|
2024
Q3 | $294K | Sell |
2,454
-106
| -4% | -$12.7K | 0.03% | 147 |
|
|
2024
Q2 | $288K | Sell |
2,560
-660
| -20% | -$74.3K | 0.03% | 144 |
|
|
2024
Q1 | $356K | Sell |
3,220
-142
| -4% | -$15.7K | 0.04% | 121 |
|
|
2023
Q4 | $346K | Buy |
3,362
+8
| +0.2% | +$823 | 0.04% | 123 |
|
|
2023
Q3 | $313K | Buy |
3,354
+308
| +10% | +$28.7K | 0.04% | 120 |
|
|
2023
Q2 | $295K | Sell |
3,046
-48
| -2% | -$4.65K | 0.04% | 107 |
|
|
2023
Q1 | $285K | Sell |
3,094
-173
| -5% | -$15.9K | 0.04% | 108 |
|
|
2022
Q4 | $282K | Sell |
3,267
-758
| -19% | -$65.4K | 0.04% | 108 |
|
|
2022
Q3 | $317K | Sell |
4,025
-13
| -0.3% | -$1.02K | 0.06% | 96 |
|
|
2022
Q2 | $345K | Sell |
4,038
-1,254
| -24% | -$107K | 0.06% | 90 |
|
|
2022
Q1 | $517K | Buy |
5,292
+925
| +21% | +$90.4K | 0.1% | 77 |
|
|
2021
Q4 | $469K | Buy |
4,367
+42
| +1% | +$4.51K | 0.07% | 87 |
|
|
2021
Q3 | $440K | Sell |
4,325
-332
| -7% | -$33.8K | 0.07% | 88 |
|
|
2021
Q2 | $482K | Sell |
4,657
-635
| -12% | -$65.7K | 0.08% | 82 |
|
|
2021
Q1 | $520K | Sell |
5,292
-1,178
| -18% | -$116K | 0.1% | 78 |
|
|
2020
Q4 | $601K | Sell |
6,470
-1,299
| -17% | -$121K | 0.13% | 80 |
|
|
2020
Q3 | $627K | Sell |
7,769
-279
| -3% | -$22.5K | 0.18% | 55 |
|
|
2020
Q2 | $602K | Buy |
+8,048
| New | +$602K | 0.19% | 50 |
|
|
2019
Q4 | $718K | Buy |
+8,891
| New | +$718K | 0.23% | 47 |
|