WP
WealthSpring Partners’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $803K | Buy |
8,614
+8
| +0.1% | +$745 | 0.6% | 27 |
|
|
2023
Q2 | $835K | Sell |
8,606
-3,992
| -32% | -$387K | 0.6% | 26 |
|
|
2023
Q1 | $1.16M | Sell |
12,598
-1,744
| -12% | -$161K | 0.9% | 18 |
|
|
2022
Q4 | $1.24M | Sell |
14,342
-4,483
| -24% | -$386K | 0.97% | 19 |
|
|
2022
Q3 | $1.48M | Buy |
+18,825
| New | +$1.48M | 1.31% | 17 |
|