AP
Advisor Partners’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,661
| Closed | -$270K | – | 905 |
|
|
2022
Q1 | $270K | Sell |
2,661
-723
| -21% | -$73.4K | 0.02% | 711 |
|
|
2021
Q4 | $364K | Sell |
3,384
-87
| -3% | -$9.36K | 0.02% | 612 |
|
|
2021
Q3 | $353K | Sell |
3,471
-48
| -1% | -$4.88K | 0.02% | 590 |
|
|
2021
Q2 | $364K | Sell |
3,519
-49
| -1% | -$5.07K | 0.02% | 594 |
|
|
2021
Q1 | $347K | Sell |
3,568
-58
| -2% | -$5.64K | 0.02% | 589 |
|
|
2020
Q4 | $336K | Buy |
3,626
+829
| +30% | +$76.8K | 0.03% | 563 |
|
|
2020
Q3 | $224K | Buy |
+2,797
| New | +$224K | 0.02% | 603 |
|