WANY
Wealthspire Advisors (New York)’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 | $23.6M | Sell |
183,440
-233,070
| -56% | -$30M | 0.13% | 73 |
|
|
2025
Q1 | $48.3M | Buy |
416,510
+219,899
| +112% | +$25.5M | 0.29% | 50 |
|
|
2024
Q4 | $23.1M | Sell |
196,611
-15,044
| -7% | -$1.77M | 0.23% | 61 |
|
|
2024
Q3 | $25.3M | Sell |
211,655
-16,871
| -7% | -$2.02M | 0.26% | 59 |
|
|
2024
Q2 | $25.7M | Sell |
228,526
-17,369
| -7% | -$1.96M | 0.33% | 41 |
|
|
2024
Q1 | $27.2M | Sell |
245,895
-16,980
| -6% | -$1.88M | 0.36% | 41 |
|
|
2023
Q4 | $27M | Sell |
262,875
-17,830
| -6% | -$1.83M | 0.38% | 39 |
|
|
2023
Q3 | $26.2M | Sell |
280,705
-9,649
| -3% | -$899K | 0.43% | 37 |
|
|
2023
Q2 | $28.2M | Sell |
290,354
-23,165
| -7% | -$2.25M | 0.46% | 37 |
|
|
2023
Q1 | $28.9M | Sell |
313,519
-8,628
| -3% | -$795K | 0.5% | 36 |
|
|
2022
Q4 | $27.8M | Buy |
322,147
+4,873
| +2% | +$420K | 0.51% | 35 |
|
|
2022
Q3 | $25M | Buy |
317,274
+10,832
| +4% | +$854K | 0.52% | 37 |
|
|
2022
Q2 | $26.2M | Buy |
+306,442
| New | +$26.2M | 0.55% | 34 |
|
|
2021
Q4 | – | Sell |
-324,378
| Closed | -$33M | – | 632 |
|
|
2021
Q3 | $33M | Buy |
+324,378
| New | +$33M | 0.69% | 26 |
|
|
2021
Q2 | – | Sell |
-2,645
| Closed | -$257K | – | 664 |
|
|
2021
Q1 | $257K | Buy |
2,645
+106
| +4% | +$10.3K | 0.01% | 604 |
|
|
2020
Q4 | $235K | Buy |
+2,539
| New | +$235K | 0.01% | 513 |
|