WLPWM
Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,833
| Closed | -$148K | – | 358 |
|
|
2020
Q3 | $148K | Buy |
1,833
+9
| +0.5% | +$727 | 0.12% | 78 |
|
|
2020
Q2 | $136K | Buy |
1,824
+9
| +0.5% | +$671 | 0.11% | 77 |
|
|
2020
Q1 | $114K | Buy |
1,815
+6
| +0.3% | +$377 | 0.1% | 79 |
|
|
2019
Q4 | $146K | Buy |
+1,809
| New | +$146K | 0.11% | 77 |
|