NWM
Northwest 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 | $860K | Buy |
6,690
+430
| +7% | +$55.3K | 0.16% | 77 |
|
|
2025
Q1 | $726K | Sell |
6,260
-55
| -0.9% | -$6.38K | 0.14% | 84 |
|
|
2024
Q4 | $742K | Sell |
6,315
-1,639
| -21% | -$193K | 0.16% | 83 |
|
|
2024
Q3 | $952K | Sell |
7,954
-2,213
| -22% | -$265K | 0.22% | 70 |
|
|
2024
Q2 | $1.15M | Sell |
10,167
-975
| -9% | -$110K | 0.3% | 63 |
|
|
2024
Q1 | $1.23M | Buy |
11,142
+310
| +3% | +$34.3K | 0.34% | 60 |
|
|
2023
Q4 | $1.11M | Buy |
10,832
+372
| +4% | +$38.3K | 0.34% | 63 |
|
|
2023
Q3 | $975K | Buy |
10,460
+116
| +1% | +$10.8K | 0.35% | 62 |
|
|
2023
Q2 | $1M | Sell |
10,344
-129
| -1% | -$12.5K | 0.36% | 64 |
|
|
2023
Q1 | $964K | Sell |
10,473
-532
| -5% | -$49K | 0.37% | 62 |
|
|
2022
Q4 | $949K | Buy |
11,005
+688
| +7% | +$59.3K | 0.41% | 60 |
|
|
2022
Q3 | $814K | Buy |
10,317
+583
| +6% | +$46K | 0.36% | 65 |
|
|
2022
Q2 | $831K | Buy |
9,734
+1,590
| +20% | +$136K | 0.36% | 65 |
|
|
2022
Q1 | $825K | Buy |
8,144
+818
| +11% | +$82.9K | 0.4% | 64 |
|
|
2021
Q4 | $787K | Buy |
7,326
+787
| +12% | +$84.5K | 0.37% | 64 |
|
|
2021
Q3 | $666K | Buy |
6,539
+444
| +7% | +$45.2K | 0.33% | 66 |
|
|
2021
Q2 | $632K | Buy |
6,095
+232
| +4% | +$24.1K | 0.33% | 65 |
|
|
2021
Q1 | $570K | Buy |
5,863
+240
| +4% | +$23.3K | 0.36% | 67 |
|
|
2020
Q4 | $521K | Buy |
5,623
+342
| +6% | +$31.7K | 0.36% | 67 |
|
|
2020
Q3 | $426K | Buy |
5,281
+744
| +16% | +$60K | 0.35% | 66 |
|
|
2020
Q2 | $339K | Buy |
+4,537
| New | +$339K | 0.3% | 71 |
|