TCM
Towneley Capital 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
Q1 | – | Sell |
-10,183
| Closed | -$1.2M | – | 50 |
|
2024
Q4 | $1.2M | Sell |
10,183
-172
| -2% | -$20.2K | 0.28% | 21 |
|
2024
Q3 | $1.24M | Buy |
10,355
+1
| +0% | +$120 | 0.28% | 20 |
|
2024
Q2 | $1.17M | Hold |
10,354
| – | – | 0.27% | 23 |
|
2024
Q1 | $1.14M | Hold |
10,354
| – | – | 0.28% | 26 |
|
2023
Q4 | $1.07M | Buy |
+10,354
| New | +$1.07M | 0.27% | 27 |
|