SSWM
Strait & Sound Wealth Management’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 | $955K | Buy |
+7,430
| New | +$955K | 0.41% | 55 |
|
|
2024
Q4 | – | Sell |
-8,320
| Closed | -$996K | – | 151 |
|
|
2024
Q3 | $996K | Sell |
8,320
-400
| -5% | -$47.9K | 0.48% | 37 |
|
|
2024
Q2 | $982K | Hold |
8,720
| – | – | 0.5% | 33 |
|
|
2024
Q1 | $954K | Buy |
8,720
+1,320
| +18% | +$144K | 0.53% | 33 |
|
|
2023
Q4 | $745K | Hold |
7,400
| – | – | 0.47% | 41 |
|
|
2023
Q3 | $690K | Hold |
7,400
| – | – | 0.59% | 37 |
|
|
2023
Q2 | $718K | Hold |
7,400
| – | – | 0.71% | 33 |
|
|
2023
Q1 | $681K | Buy |
7,400
+100
| +1% | +$9.21K | 0.68% | 36 |
|
|
2022
Q4 | $665K | Buy |
+7,300
| New | +$665K | 0.73% | 33 |
|