SWA
Sax Wealth Advisors’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 | $1.34M | Sell |
10,416
-1,555
| -13% | -$200K | 0.08% | 138 |
|
|
2025
Q1 | $1.39M | Buy |
11,971
+1,845
| +18% | +$214K | 0.1% | 112 |
|
|
2024
Q4 | $1.19M | Buy |
10,126
+255
| +3% | +$30K | 0.09% | 105 |
|
|
2024
Q3 | $1.18M | Buy |
9,871
+1,808
| +22% | +$216K | 0.11% | 80 |
|
|
2024
Q2 | $908K | Buy |
8,063
+491
| +6% | +$55.3K | 0.09% | 96 |
|
|
2024
Q1 | $837K | Buy |
7,572
+393
| +5% | +$43.4K | 0.1% | 81 |
|
|
2023
Q4 | $739K | Buy |
7,179
+59
| +0.8% | +$6.07K | 0.12% | 88 |
|
|
2023
Q3 | $663K | Buy |
7,120
+553
| +8% | +$51.5K | 0.13% | 90 |
|
|
2023
Q2 | $637K | Sell |
6,567
-66
| -1% | -$6.4K | 0.13% | 89 |
|
|
2023
Q1 | $611K | Buy |
6,633
+76
| +1% | +$7K | 0.13% | 91 |
|
|
2022
Q4 | $565K | Buy |
6,557
+46
| +0.7% | +$3.97K | 0.13% | 91 |
|
|
2022
Q3 | $514K | Buy |
6,511
+31
| +0.5% | +$2.45K | 0.13% | 93 |
|
|
2022
Q2 | $553K | Buy |
6,480
+51
| +0.8% | +$4.35K | 0.14% | 94 |
|
|
2022
Q1 | $651K | Buy |
6,429
+41
| +0.6% | +$4.15K | 0.16% | 84 |
|
|
2021
Q4 | $686K | Buy |
+6,388
| New | +$686K | 0.14% | 93 |
|