WAG
Windsor Advisory Group’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 | $3M | Sell |
23,365
-44,155
| -65% | -$5.67M | 4.26% | 4 |
|
|
2025
Q1 | $7.83M | Sell |
67,520
-25,227
| -27% | -$2.93M | 10.12% | 2 |
|
|
2024
Q4 | $10.9M | Buy |
92,747
+101
| +0.1% | +$11.9K | 12.67% | 2 |
|
|
2024
Q3 | $11.1M | Buy |
92,646
+975
| +1% | +$117K | 12.52% | 2 |
|
|
2024
Q2 | $10.3M | Buy |
91,671
+71,123
| +346% | +$8.01M | 20.7% | 1 |
|
|
2024
Q1 | $2.27M | Buy |
20,548
+2,352
| +13% | +$260K | 6.4% | 5 |
|
|
2023
Q4 | $1.87M | Buy |
18,196
+100
| +0.6% | +$10.3K | 5.57% | 5 |
|
|
2023
Q3 | $1.69M | Buy |
18,096
+963
| +6% | +$89.7K | 4.01% | 8 |
|
|
2023
Q2 | $1.66M | Buy |
17,133
+224
| +1% | +$21.7K | 4.11% | 8 |
|
|
2023
Q1 | $1.56M | Buy |
16,909
+629
| +4% | +$57.9K | 3.73% | 8 |
|
|
2022
Q4 | $1.4M | Buy |
+16,280
| New | +$1.4M | 3.72% | 7 |
|