Advance Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
3,149
+1
| +0% | +$129 | 0.02% | 110 |
|
|
2025
Q1 | $365K | Buy |
3,148
+10
| +0.3% | +$1.16K | 0.02% | 112 |
|
|
2024
Q4 | $369K | Buy |
3,138
+41
| +1% | +$4.82K | 0.02% | 105 |
|
|
2024
Q3 | $371K | Hold |
3,097
| – | – | 0.02% | 106 |
|
|
2024
Q2 | $349K | Hold |
3,097
| – | – | 0.02% | 105 |
|
|
2024
Q1 | $342K | Hold |
3,097
| – | – | 0.02% | 107 |
|
|
2023
Q4 | $319K | Sell |
3,097
-81
| -3% | -$8.33K | 0.03% | 90 |
|
|
2023
Q3 | $296K | Hold |
3,178
| – | – | 0.03% | 91 |
|
|
2023
Q2 | $308K | Sell |
3,178
-837
| -21% | -$81.2K | 0.04% | 89 |
|
|
2023
Q1 | $370K | Sell |
4,015
-437
| -10% | -$40.2K | 0.07% | 70 |
|
|
2022
Q4 | $384K | Buy |
4,452
+1
| +0% | +$86 | 0.05% | 64 |
|
|
2022
Q3 | $351K | Hold |
4,451
| – | – | 0.04% | 59 |
|
|
2022
Q2 | $380K | Sell |
4,451
-9
| -0.2% | -$768 | 0.05% | 55 |
|
|
2022
Q1 | $452K | Buy |
4,460
+9
| +0.2% | +$912 | 0.05% | 51 |
|
|
2021
Q4 | $478K | Buy |
+4,451
| New | +$478K | 0.1% | 47 |
|