ACG Wealth’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,156
| Closed | -$315K | – | 331 |
|
|
2018
Q3 | $315K | Sell |
4,156
-210
| -5% | -$15.9K | 0.04% | 246 |
|
|
2018
Q2 | $320K | Buy |
4,366
+901
| +26% | +$66K | 0.05% | 221 |
|
|
2018
Q1 | $255K | Buy |
3,465
+11
| +0.3% | +$810 | 0.04% | 251 |
|
|
2017
Q4 | $256K | Buy |
3,454
+134
| +4% | +$9.93K | 0.04% | 270 |
|
|
2017
Q3 | $235K | Sell |
3,320
-9
| -0.3% | -$637 | 0.04% | 234 |
|
|
2017
Q2 | $224K | Buy |
3,329
+12
| +0.4% | +$807 | 0.04% | 281 |
|
|
2017
Q1 | $216K | Buy |
+3,317
| New | +$216K | 0.04% | 249 |
|