SPW
Sonoma Private Wealth’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 | $972K | Hold |
7,560
| – | – | 1.19% | 20 |
|
|
2025
Q1 | $877K | Hold |
7,560
| – | – | 1.22% | 23 |
|
|
2024
Q4 | $888K | Hold |
7,560
| – | – | 1.43% | 20 |
|
|
2024
Q3 | $905K | Hold |
7,560
| – | – | 1.41% | 21 |
|
|
2024
Q2 | $851K | Hold |
7,560
| – | – | 1.38% | 20 |
|
|
2024
Q1 | $835K | Hold |
7,560
| – | – | 1.34% | 21 |
|
|
2023
Q4 | $778K | Hold |
7,560
| – | – | 1.29% | 22 |
|
|
2023
Q3 | $704K | Hold |
7,560
| – | – | 1.28% | 23 |
|
|
2023
Q2 | $733K | Hold |
7,560
| – | – | 1.28% | 23 |
|
|
2023
Q1 | $696K | Hold |
7,560
| – | – | 1.38% | 25 |
|
|
2022
Q4 | $652K | Buy |
+7,560
| New | +$652K | 1.44% | 23 |
|