WIA
Wetzel Investment Advisors’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 | $545K | Sell |
4,241
-29,891
| -88% | -$3.84M | 0.25% | 63 |
|
|
2025
Q1 | $3.96M | Sell |
34,132
-688
| -2% | -$79.8K | 2% | 15 |
|
|
2024
Q4 | $4.09M | Buy |
34,820
+521
| +2% | +$61.2K | 2.03% | 14 |
|
|
2024
Q3 | $4.11M | Buy |
+34,299
| New | +$4.11M | 2.06% | 13 |
|