Windward Private Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
|
|||||
|
2025
Q1 | $1M | Buy |
|
|||||
|
2024
Q4 | $950K | Sell |
|
|||||
|
2024
Q3 | $1.06M | Sell |
|
|||||
|
2024
Q2 | $1.1M | Sell |
|
|||||
|
2024
Q1 | $1.1M | Sell |
|
|||||
|
2023
Q4 | $1.16M | Buy |
|
|||||
|
2023
Q3 | $950K | Buy |
|
|||||
|
2023
Q2 | $902K | Buy |
|
|||||
|
2023
Q1 | $842K | Buy |
|
|||||
|
2022
Q4 | $715K | Sell |
|
|||||
|
2022
Q3 | $684K | Sell |
|
|||||
|
2022
Q2 | $757K | Buy |
|
|||||
|
2022
Q1 | $794K | Buy |
|
|||||
|
2021
Q4 | $599K | Sell |
|
|||||
|
2021
Q3 | $715K | Buy |
|
|||||
|
2021
Q2 | $692K | Buy |
|
|||||
|
2021
Q1 | $642K | Sell |
|
|||||
|
2020
Q4 | $647K | Buy |
|