TWA
Trellis 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 | $1.33M | Buy |
10,314
+3
| +0% | +$386 | 0.58% | 17 |
|
|
2025
Q1 | $1.2M | Buy |
10,311
+88
| +0.9% | +$10.2K | 0.58% | 18 |
|
|
2024
Q4 | $1.2M | Sell |
10,223
-58
| -0.6% | -$6.81K | 0.6% | 17 |
|
|
2024
Q3 | $1.23M | Buy |
10,281
+57
| +0.6% | +$6.82K | 0.62% | 17 |
|
|
2024
Q2 | $1.15M | Buy |
10,224
+52
| +0.5% | +$5.86K | 0.63% | 15 |
|
|
2024
Q1 | $1.12M | Buy |
10,172
+12
| +0.1% | +$1.33K | 0.64% | 15 |
|
|
2023
Q4 | $1.05M | Sell |
10,160
-186
| -2% | -$19.1K | 0.57% | 19 |
|
|
2023
Q3 | $964K | Buy |
10,346
+339
| +3% | +$31.6K | 0.61% | 16 |
|
|
2023
Q2 | $971K | Buy |
10,007
+19
| +0.2% | +$1.84K | 0.65% | 14 |
|
|
2023
Q1 | $920K | Buy |
9,988
+10
| +0.1% | +$921 | 0.68% | 14 |
|
|
2022
Q4 | $860K | Buy |
+9,978
| New | +$860K | 0.74% | 14 |
|