WA
Wealth Architects’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 | $20.8M | Buy |
162,081
+885
| +0.5% | +$114K | 2.12% | 13 |
|
|
2025
Q1 | $18.7M | Buy |
161,196
+669
| +0.4% | +$77.6K | 2.06% | 13 |
|
|
2024
Q4 | $18.9M | Buy |
160,527
+1,424
| +0.9% | +$167K | 2.13% | 14 |
|
|
2024
Q3 | $19M | Buy |
159,103
+12
| +0% | +$1.44K | 2.16% | 14 |
|
|
2024
Q2 | $17.9M | Sell |
159,091
-871
| -0.5% | -$98.1K | 2.19% | 14 |
|
|
2024
Q1 | $17.7M | Buy |
159,962
+5,043
| +3% | +$557K | 2.33% | 14 |
|
|
2023
Q4 | $15.9M | Sell |
154,919
-1,101
| -0.7% | -$113K | 2.24% | 15 |
|
|
2023
Q3 | $14.5M | Buy |
156,020
+220
| +0.1% | +$20.5K | 2.47% | 12 |
|
|
2023
Q2 | $15.1M | Buy |
155,800
+2,684
| +2% | +$260K | 2.49% | 13 |
|
|
2023
Q1 | $14.1M | Sell |
153,116
-374
| -0.2% | -$34.4K | 2.5% | 13 |
|
|
2022
Q4 | $13.2M | Sell |
153,490
-254
| -0.2% | -$21.9K | 2.5% | 13 |
|
|
2022
Q3 | $12.1M | Sell |
153,744
-837
| -0.5% | -$66K | 2.54% | 12 |
|
|
2022
Q2 | $13.2M | Buy |
154,581
+270
| +0.2% | +$23K | 2.58% | 12 |
|
|
2022
Q1 | $15.6M | Buy |
154,311
+1,598
| +1% | +$162K | 2.66% | 11 |
|
|
2021
Q4 | $16.4M | Buy |
152,713
+582
| +0.4% | +$62.5K | 2.88% | 10 |
|
|
2021
Q3 | $15.5M | Sell |
152,131
-1,093
| -0.7% | -$111K | 3.01% | 10 |
|
|
2021
Q2 | $15.9M | Sell |
153,224
-77
| -0.1% | -$7.98K | 3.11% | 9 |
|
|
2021
Q1 | $14.9M | Buy |
153,301
+249
| +0.2% | +$24.2K | 3.23% | 9 |
|
|
2020
Q4 | $14.2M | Sell |
153,052
-572
| -0.4% | -$53K | 3.3% | 9 |
|
|
2020
Q3 | $12.4M | Buy |
153,624
+45
| +0% | +$3.63K | 3.36% | 9 |
|
|
2020
Q2 | $11.5M | Buy |
153,579
+7,536
| +5% | +$564K | 3.22% | 10 |
|
|
2020
Q1 | $9.17M | Buy |
146,043
+9,414
| +7% | +$591K | 3.18% | 11 |
|
|
2019
Q4 | $11.1M | Buy |
136,629
+11
| +0% | +$891 | 3.09% | 9 |
|
|
2019
Q3 | $10.2M | Sell |
136,618
-61
| -0% | -$4.56K | 3.11% | 9 |
|
|
2019
Q2 | $10.3M | Buy |
136,679
+8
| +0% | +$601 | 3.09% | 9 |
|
|
2019
Q1 | $10M | Buy |
136,671
+405
| +0.3% | +$29.6K | 3.12% | 9 |
|
|
2018
Q4 | $8.92M | Buy |
136,266
+249
| +0.2% | +$16.3K | 3.21% | 9 |
|
|
2018
Q3 | $10.3M | Buy |
136,017
+388
| +0.3% | +$29.4K | 3.18% | 9 |
|
|
2018
Q2 | $9.95M | Sell |
135,629
-2,845
| -2% | -$209K | 3.22% | 9 |
|
|
2018
Q1 | $10.2M | Buy |
138,474
+226
| +0.2% | +$16.6K | 3.38% | 9 |
|
|
2017
Q4 | $10.3M | Buy |
138,248
+242
| +0.2% | +$18K | 3.37% | 8 |
|
|
2017
Q3 | $9.76M | Buy |
138,006
+3,194
| +2% | +$226K | 3.39% | 9 |
|
|
2017
Q2 | $9.1M | Buy |
134,812
+14,934
| +12% | +$1.01M | 3.39% | 9 |
|
|
2017
Q1 | $7.82M | Buy |
119,878
+5
| +0% | +$326 | 3.11% | 8 |
|
|
2016
Q4 | $7.31M | Buy |
119,873
+5
| +0% | +$305 | 3.26% | 7 |
|
|
2016
Q3 | $7.29M | Buy |
119,868
+4
| +0% | +$243 | 3.38% | 7 |
|
|
2016
Q2 | $6.96M | Buy |
119,864
+5
| +0% | +$290 | 3.37% | 7 |
|
|
2016
Q1 | $6.92M | Sell |
119,859
-5,523
| -4% | -$319K | 3.45% | 7 |
|
|
2015
Q4 | $7.22M | Buy |
125,382
+2
| +0% | +$115 | 3.57% | 8 |
|
|
2015
Q3 | $6.94M | Buy |
125,380
+5
| +0% | +$277 | 3.72% | 8 |
|
|
2015
Q2 | $7.71M | Buy |
125,375
+3
| +0% | +$185 | 4.15% | 6 |
|
|
2015
Q1 | $7.72M | Sell |
125,372
-434
| -0.3% | -$26.7K | 4.45% | 5 |
|
|
2014
Q4 | $7.56M | Buy |
+125,806
| New | +$7.56M | 4.44% | 5 |
|