Aptus 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 | $84.6K | Buy |
658
+30
| +5% | +$3.86K | ﹤0.01% | 1097 |
|
2025
Q1 | $72.9K | Buy |
628
+164
| +35% | +$19K | ﹤0.01% | 1054 |
|
2024
Q4 | $54.6K | Buy |
464
+80
| +21% | +$9.41K | ﹤0.01% | 1085 |
|
2024
Q3 | $46K | Sell |
384
-231
| -38% | -$27.7K | ﹤0.01% | 943 |
|
2024
Q2 | $69.3K | Sell |
615
-26
| -4% | -$2.93K | ﹤0.01% | 859 |
|
2024
Q1 | $70.8K | Buy |
641
+605
| +1,681% | +$66.9K | ﹤0.01% | 855 |
|
2023
Q4 | $3.7K | Sell |
36
-1,052
| -97% | -$108K | ﹤0.01% | 842 |
|
2023
Q3 | $101K | Buy |
+1,088
| New | +$101K | ﹤0.01% | 617 |
|
2022
Q1 | – | Sell |
-500
| Closed | -$54K | – | 723 |
|
2021
Q4 | $54K | Hold |
500
| – | – | ﹤0.01% | 415 |
|
2021
Q3 | $51K | Sell |
500
-1,080
| -68% | -$110K | ﹤0.01% | 392 |
|
2021
Q2 | $164K | Buy |
1,580
+5
| +0.3% | +$519 | ﹤0.01% | 351 |
|
2021
Q1 | $153K | Buy |
1,575
+3
| +0.2% | +$291 | 0.01% | 328 |
|
2020
Q4 | $145K | Buy |
+1,572
| New | +$145K | 0.01% | 300 |
|