PPWP
Proquility Private Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-19,073
| Closed | -$2.24M | – | 95 |
|
2024
Q4 | $2.24M | Buy |
+19,073
| New | +$2.24M | 0.72% | 41 |
|
2024
Q1 | – | Sell |
-40,543
| Closed | -$4.17M | – | 90 |
|
2023
Q4 | $4.17M | Buy |
+40,543
| New | +$4.17M | 1.58% | 17 |
|
2023
Q1 | – | Sell |
-81,792
| Closed | -$7.05M | – | 104 |
|
2022
Q4 | $7.05M | Buy |
+81,792
| New | +$7.05M | 2.9% | 10 |
|
2022
Q1 | – | Sell |
-12,013
| Closed | -$1.24M | – | 92 |
|
2021
Q4 | $1.24M | Buy |
+12,013
| New | +$1.24M | 0.44% | 65 |
|