WSTAM
Wilbanks Smith & Thomas Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $887K | Buy |
8,029
+810
| +11% | +$89.5K | 0.02% | 253 |
|
|
2023
Q4 | $743K | Buy |
7,219
+677
| +10% | +$69.7K | 0.02% | 274 |
|
|
2023
Q3 | $610K | Buy |
6,542
+410
| +7% | +$38.2K | 0.02% | 286 |
|
|
2023
Q2 | $595K | Buy |
6,132
+420
| +7% | +$40.7K | 0.02% | 287 |
|
|
2023
Q1 | $526K | Buy |
5,712
+939
| +20% | +$86.5K | 0.02% | 298 |
|
|
2022
Q4 | $411K | Buy |
4,773
+155
| +3% | +$13.4K | 0.02% | 338 |
|
|
2022
Q3 | $364K | Sell |
4,618
-6,490
| -58% | -$512K | 0.02% | 331 |
|
|
2022
Q2 | $948K | Buy |
11,108
+510
| +5% | +$43.5K | 0.04% | 221 |
|
|
2022
Q1 | $995K | Buy |
10,598
+7,306
| +222% | +$686K | 0.04% | 220 |
|
|
2021
Q4 | $354K | Buy |
3,292
+314
| +11% | +$33.8K | 0.01% | 376 |
|
|
2021
Q3 | $303K | Buy |
+2,978
| New | +$303K | 0.01% | 384 |
|
|
2015
Q1 | – | Sell |
-3,400
| Closed | -$204K | – | 326 |
|
|
2014
Q4 | $204K | Buy |
+3,400
| New | +$204K | 0.02% | 288 |
|