AE Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Sell |
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|
2025
Q1 | $844K | Buy |
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|
2024
Q4 | $709K | Sell |
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|
2024
Q3 | $726K | Sell |
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|
2024
Q2 | $2.07M | Buy |
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|
2024
Q1 | $747K | Sell |
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|
2023
Q4 | $3.16M | Buy |
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|
2023
Q3 | $1.86M | Sell |
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|
2023
Q2 | $7.11M | Buy |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.61M | Sell |
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|
2022
Q3 | $1.52M | Sell |
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|
2022
Q2 | $2M | Buy |
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|
2022
Q1 | $2.14M | Sell |
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|
2021
Q4 | $8.61M | Sell |
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|
2021
Q3 | $8.48M | Buy |
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|
2021
Q2 | $6.45M | Buy |
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|
2021
Q1 | $5.62M | Sell |
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|
2020
Q4 | $5.39M | Sell |
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|
2020
Q3 | $4.73M | Buy |
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|
2020
Q2 | $1.48M | Buy |
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|
2020
Q1 | $327K | Sell |
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|
2019
Q4 | $553K | Buy |
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|
2019
Q3 | $477K | Sell |
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|
2019
Q2 | $512K | Buy |
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|
2019
Q1 | $253K | Buy |
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|
2018
Q4 | $222K | Sell |
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|
2018
Q3 | $280K | Buy |
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|
2018
Q2 | $230K | Sell |
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|
2018
Q1 | $245K | Sell |
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|
2017
Q4 | $276K | Buy |
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