Allie Family Office’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 | $3.38M | Sell |
26,332
-1,010
| -4% | -$130K | 1.68% | 14 |
|
|
2025
Q1 | $3.17M | Buy |
27,342
+83
| +0.3% | +$9.62K | 1.73% | 13 |
|
|
2024
Q4 | $3.2M | Sell |
27,259
-653
| -2% | -$76.7K | 1.78% | 12 |
|
|
2024
Q3 | $3.34M | Sell |
27,912
-150
| -0.5% | -$18K | 1.8% | 13 |
|
|
2024
Q2 | $3.16M | Sell |
28,062
-1,155
| -4% | -$130K | 1.9% | 11 |
|
|
2024
Q1 | $3.23M | Sell |
29,217
-3,118
| -10% | -$345K | 1.9% | 11 |
|
|
2023
Q4 | $3.33M | Sell |
32,335
-1,277
| -4% | -$131K | 2.3% | 9 |
|
|
2023
Q3 | $3.13M | Sell |
33,612
-5,048
| -13% | -$470K | 2.53% | 9 |
|
|
2023
Q2 | $3.75M | Buy |
38,660
+674
| +2% | +$65.4K | 2.69% | 9 |
|
|
2023
Q1 | $3.5M | Sell |
37,986
-980
| -3% | -$90.2K | 2.61% | 9 |
|
|
2022
Q4 | $3.36M | Buy |
38,966
+25
| +0.1% | +$2.16K | 2.76% | 8 |
|
|
2022
Q3 | $3.07M | Sell |
38,941
-1,195
| -3% | -$94.3K | 2.64% | 6 |
|
|
2022
Q2 | $3.43M | Buy |
40,136
+1,710
| +4% | +$146K | 2.78% | 5 |
|
|
2022
Q1 | $3.89M | Sell |
38,426
-1,165
| -3% | -$118K | 2.98% | 8 |
|
|
2021
Q4 | $4.25M | Buy |
+39,591
| New | +$4.25M | 3.35% | 7 |
|