SWM
Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-233
| Closed | -$27.9K | – | 716 |
|
|
2024
Q3 | $27.9K | Buy |
+233
| New | +$27.9K | 0.01% | 368 |
|
|
2023
Q1 | – | Sell |
-54
| Closed | -$4.69K | – | 783 |
|
|
2022
Q4 | $4.69K | Sell |
54
-336
| -86% | -$29.2K | ﹤0.01% | 587 |
|
|
2022
Q3 | $31K | Buy |
390
+336
| +622% | +$26.7K | 0.01% | 357 |
|
|
2022
Q2 | $5K | Buy |
54
+1
| +2% | +$93 | ﹤0.01% | 604 |
|
|
2022
Q1 | $5K | Sell |
53
-1
| -2% | -$94 | ﹤0.01% | 566 |
|
|
2021
Q4 | $6K | Buy |
54
+1
| +2% | +$111 | ﹤0.01% | 576 |
|
|
2021
Q3 | $5K | Hold |
53
| – | – | ﹤0.01% | 610 |
|
|
2021
Q2 | $5K | Sell |
53
-327
| -86% | -$30.8K | ﹤0.01% | 599 |
|
|
2021
Q1 | $5 | Buy |
380
+328
| +631% | +$4 | ﹤0.01% | 594 |
|
|
2020
Q4 | $5K | Hold |
52
| – | – | ﹤0.01% | 560 |
|
|
2020
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 556 |
|
|
2020
Q2 | $4K | Buy |
52
+1
| +2% | +$77 | ﹤0.01% | 557 |
|
|
2020
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 579 |
|
|
2019
Q4 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 582 |
|