Altus Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,021
| Closed | -$208K | – | 158 |
|
|
2023
Q4 | $208K | Buy |
+2,021
| New | +$208K | 0.12% | 132 |
|
|
2023
Q1 | – | Sell |
-2,387
| Closed | -$206K | – | 150 |
|
|
2022
Q4 | $206K | Buy |
+2,387
| New | +$206K | 0.16% | 128 |
|
|
2021
Q2 | – | Sell |
-478
| Closed | -$48K | – | 168 |
|
|
2021
Q1 | $48K | Buy |
478
+144
| +43% | +$14.5K | 0.05% | 128 |
|
|
2020
Q4 | $31K | Buy |
+334
| New | +$31K | 0.03% | 295 |
|