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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