WPWM
Windward Private Wealth Management’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 | $1.16M | Buy |
9,037
+393
| +5% | +$50.5K | 0.42% | 25 |
|
|
2025
Q1 | $1M | Buy |
8,644
+558
| +7% | +$64.7K | 0.39% | 27 |
|
|
2024
Q4 | $950K | Sell |
8,086
-801
| -9% | -$94.1K | 0.37% | 28 |
|
|
2024
Q3 | $1.06M | Sell |
8,887
-875
| -9% | -$105K | 0.41% | 27 |
|
|
2024
Q2 | $1.1M | Sell |
9,762
-228
| -2% | -$25.7K | 0.45% | 26 |
|
|
2024
Q1 | $1.1M | Sell |
9,990
-1,278
| -11% | -$141K | 0.45% | 27 |
|
|
2023
Q4 | $1.16M | Buy |
11,268
+1,074
| +11% | +$110K | 0.49% | 27 |
|
|
2023
Q3 | $950K | Buy |
10,194
+898
| +10% | +$83.7K | 0.43% | 31 |
|
|
2023
Q2 | $902K | Buy |
9,296
+152
| +2% | +$14.7K | 0.4% | 31 |
|
|
2023
Q1 | $842K | Buy |
9,144
+850
| +10% | +$78.3K | 0.36% | 32 |
|
|
2022
Q4 | $715K | Sell |
8,294
-375
| -4% | -$32.3K | 0.32% | 32 |
|
|
2022
Q3 | $684K | Sell |
8,669
-204
| -2% | -$16.1K | 0.33% | 31 |
|
|
2022
Q2 | $757K | Buy |
8,873
+1,031
| +13% | +$88K | 0.35% | 31 |
|
|
2022
Q1 | $794K | Buy |
7,842
+2,262
| +41% | +$229K | 0.33% | 33 |
|
|
2021
Q4 | $599K | Sell |
5,580
-1,440
| -21% | -$155K | 0.23% | 33 |
|
|
2021
Q3 | $715K | Buy |
7,020
+345
| +5% | +$35.1K | 0.29% | 33 |
|
|
2021
Q2 | $692K | Buy |
6,675
+75
| +1% | +$7.78K | 0.28% | 33 |
|
|
2021
Q1 | $642K | Sell |
6,600
-386
| -6% | -$37.5K | 0.28% | 34 |
|
|
2020
Q4 | $647K | Buy |
+6,986
| New | +$647K | 0.3% | 32 |
|