Annis Gardner Whiting Capital Advisors’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 | $2.21M | Buy |
17,211
+689
| +4% | +$88.6K | 0.77% | 20 |
|
|
2025
Q1 | $1.92M | Sell |
16,522
-1,697
| -9% | -$197K | 0.81% | 21 |
|
|
2024
Q4 | $2.14M | Buy |
18,219
+1,646
| +10% | +$193K | 0.6% | 24 |
|
|
2024
Q3 | $1.98M | Sell |
16,573
-162
| -1% | -$19.4K | 0.56% | 27 |
|
|
2024
Q2 | $1.88M | Sell |
16,735
-570
| -3% | -$64.2K | 0.54% | 26 |
|
|
2024
Q1 | $1.91M | Sell |
17,305
-282
| -2% | -$31.2K | 0.68% | 18 |
|
|
2023
Q4 | $1.81M | Sell |
17,587
-566
| -3% | -$58.2K | 0.8% | 16 |
|
|
2023
Q3 | $1.69M | Buy |
+18,153
| New | +$1.69M | 0.9% | 15 |
|