RWG
Ratio Wealth Group’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $560K | Buy |
5,064
+233
| +5% | +$25.7K | 0.1% | 56 |
|
|
2023
Q4 | $497K | Sell |
4,831
-178
| -4% | -$18.3K | 0.11% | 53 |
|
|
2023
Q3 | $467K | Buy |
5,009
+28
| +0.6% | +$2.61K | 0.12% | 52 |
|
|
2023
Q2 | $483K | Buy |
+4,981
| New | +$483K | 0.12% | 49 |
|
|
2022
Q4 | $697K | Sell |
8,086
-220
| -3% | -$19K | 0.2% | 42 |
|
|
2022
Q3 | $655K | Buy |
8,306
+539
| +7% | +$42.5K | 0.21% | 42 |
|
|
2022
Q2 | $663K | Buy |
+7,767
| New | +$663K | 0.22% | 39 |
|