PHWM
Pine Harbor 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 | $1.02M | Hold |
7,950
| – | – | 0.36% | 34 |
|
|
2025
Q1 | $922K | Hold |
7,950
| – | – | 0.37% | 35 |
|
|
2024
Q4 | $934K | Buy |
7,950
+1,220
| +18% | +$143K | 0.38% | 33 |
|
|
2024
Q3 | $806K | Buy |
6,730
+7
| +0.1% | +$838 | 0.4% | 36 |
|
|
2024
Q2 | $757K | Buy |
6,723
+9
| +0.1% | +$1.01K | 0.45% | 35 |
|
|
2024
Q1 | $742K | Buy |
6,714
+8
| +0.1% | +$884 | 0.47% | 36 |
|
|
2023
Q4 | $690K | Buy |
+6,706
| New | +$690K | 0.53% | 36 |
|