TBWA
Three Bridge 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 | $13.4M | Buy |
104,619
+80
| +0.1% | +$10.3K | 3.54% | 7 |
|
|
2025
Q1 | $12.1M | Hold |
104,539
| – | – | 4.22% | 6 |
|
|
2024
Q4 | $12.3M | Buy |
104,539
+2,850
| +3% | +$335K | 4.3% | 5 |
|
|
2024
Q3 | $12.2M | Buy |
101,689
+3,660
| +4% | +$438K | 4.49% | 5 |
|
|
2024
Q2 | $11M | Hold |
98,029
| – | – | 4.38% | 5 |
|
|
2024
Q1 | $10.8M | Buy |
98,029
+3,300
| +3% | +$365K | 4.27% | 4 |
|
|
2023
Q4 | $9.75M | Buy |
94,729
+2,099
| +2% | +$216K | 3.37% | 5 |
|
|
2023
Q3 | $8.63M | Buy |
92,630
+2,425
| +3% | +$226K | 3.58% | 5 |
|
|
2023
Q2 | $8.75M | Buy |
90,205
+3,710
| +4% | +$360K | 3.7% | 5 |
|
|
2023
Q1 | $7.97M | Hold |
86,495
| – | – | 3.69% | 5 |
|
|
2022
Q4 | $7.46M | Buy |
86,495
+31,865
| +58% | +$2.75M | 4% | 4 |
|
|
2022
Q3 | $4.31M | Buy |
54,630
+28,600
| +110% | +$2.26M | 2.19% | 10 |
|
|
2022
Q2 | $2.22M | Buy |
+26,030
| New | +$2.22M | 1.09% | 16 |
|