AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $11.9M | Buy |
114,852
+7,779
| +7% | +$806K | 0.77% | 32 |
|
|
2021
Q1 | $10.4M | Buy |
107,073
+21,277
| +25% | +$2.07M | 0.74% | 31 |
|
|
2020
Q4 | $7.94M | Buy |
85,796
+3,910
| +5% | +$362K | 0.61% | 35 |
|
|
2020
Q3 | $6.6M | Buy |
81,886
+4,172
| +5% | +$336K | 0.6% | 36 |
|
|
2020
Q2 | $5.81M | Buy |
77,714
+6,693
| +9% | +$501K | 0.63% | 35 |
|
|
2020
Q1 | $4.46M | Buy |
71,021
+47,801
| +206% | +$3M | 0.46% | 44 |
|
|
2019
Q4 | $1.88M | Buy |
23,220
+2,099
| +10% | +$170K | 0.16% | 57 |
|
|
2019
Q3 | $1.58M | Sell |
21,121
-856
| -4% | -$64K | 0.15% | 56 |
|
|
2019
Q2 | $1.65M | Buy |
21,977
+4,084
| +23% | +$307K | 0.15% | 57 |
|
|
2019
Q1 | $1.31M | Buy |
17,893
+11,223
| +168% | +$821K | 0.13% | 61 |
|
|
2018
Q4 | $437K | Buy |
6,670
+2,766
| +71% | +$181K | 0.05% | 72 |
|
|
2018
Q3 | $296K | Buy |
+3,904
| New | +$296K | 0.03% | 77 |
|