TSWM
Triangle Securities 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
12,389
+157
| +1% | +$20.2K | 0.39% | 70 |
|
|
2025
Q1 | $1.42M | Buy |
12,232
+287
| +2% | +$33.3K | 0.36% | 72 |
|
|
2024
Q4 | $1.4M | Sell |
11,945
-677
| -5% | -$79.5K | 0.36% | 70 |
|
|
2024
Q3 | $1.51M | Buy |
12,622
+534
| +4% | +$63.9K | 0.39% | 69 |
|
|
2024
Q2 | $1.36M | Buy |
12,088
+656
| +6% | +$73.9K | 0.38% | 74 |
|
|
2024
Q1 | $1.26M | Buy |
11,432
+452
| +4% | +$49.9K | 0.36% | 79 |
|
|
2023
Q4 | $1.13M | Buy |
10,980
+3,355
| +44% | +$345K | 0.35% | 82 |
|
|
2023
Q3 | $711K | Buy |
+7,625
| New | +$711K | 0.25% | 108 |
|