SWA
Strategies 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 | $248K | Buy |
1,928
+3
| +0.2% | +$386 | 0.03% | 160 |
|
|
2025
Q1 | $223K | Buy |
1,925
+2
| +0.1% | +$232 | 0.03% | 159 |
|
|
2024
Q4 | $235K | Sell |
1,923
-253
| -12% | -$30.9K | 0.03% | 116 |
|
|
2024
Q3 | $261K | Buy |
2,176
+5
| +0.2% | +$599 | 0.03% | 82 |
|
|
2024
Q2 | $245K | Sell |
2,171
-796
| -27% | -$89.7K | 0.04% | 80 |
|
|
2024
Q1 | $328K | Buy |
2,967
+705
| +31% | +$77.9K | 0.05% | 73 |
|
|
2023
Q4 | $233K | Sell |
2,262
-25
| -1% | -$2.57K | 0.04% | 78 |
|
|
2023
Q3 | $213K | Buy |
2,287
+104
| +5% | +$9.69K | 0.04% | 73 |
|
|
2023
Q2 | $212K | Buy |
+2,183
| New | +$212K | 0.04% | 78 |
|