Private Wealth Management Group’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.8K | Buy |
496
+9
| +2% | +$1.16K | 0.02% | 146 |
|
|
2025
Q1 | $56.5K | Hold |
487
| – | – | 0.02% | 156 |
|
|
2024
Q4 | $57.2K | Buy |
487
+10
| +2% | +$1.18K | 0.02% | 154 |
|
|
2024
Q3 | $57.1K | Buy |
477
+10
| +2% | +$1.2K | 0.02% | 148 |
|
|
2024
Q2 | $52.6K | Buy |
467
+4
| +0.9% | +$451 | 0.02% | 154 |
|
|
2024
Q1 | $51.2K | Sell |
463
-85
| -16% | -$9.4K | 0.02% | 152 |
|
|
2023
Q4 | $56.4K | Buy |
+548
| New | +$56.4K | 0.03% | 144 |
|