Aspiriant LLC’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 | $651K | Buy |
5,069
+50
| +1% | +$6.43K | 0.02% | 179 |
|
2025
Q1 | $582K | Buy |
5,019
+189
| +4% | +$21.9K | 0.02% | 177 |
|
2024
Q4 | $567K | Hold |
4,830
| – | – | 0.02% | 179 |
|
2024
Q3 | $578K | Sell |
4,830
-203
| -4% | -$24.3K | 0.02% | 181 |
|
2024
Q2 | $567K | Buy |
5,033
+175
| +4% | +$19.7K | 0.02% | 180 |
|
2024
Q1 | $537K | Buy |
4,858
+38
| +0.8% | +$4.2K | 0.02% | 193 |
|
2023
Q4 | $496K | Hold |
4,820
| – | – | 0.02% | 189 |
|
2023
Q3 | $449K | Hold |
4,820
| – | – | 0.02% | 189 |
|
2023
Q2 | $467K | Hold |
4,820
| – | – | 0.02% | 183 |
|
2023
Q1 | $444K | Buy |
4,820
+28
| +0.6% | +$2.58K | 0.02% | 188 |
|
2022
Q4 | $413K | Hold |
4,792
| – | – | 0.02% | 190 |
|
2022
Q3 | $378K | Hold |
4,792
| – | – | 0.02% | 188 |
|
2022
Q2 | $409K | Buy |
4,792
+11
| +0.2% | +$939 | 0.02% | 180 |
|
2022
Q1 | $485K | Hold |
4,781
| – | – | 0.03% | 177 |
|
2021
Q4 | $514K | Hold |
4,781
| – | – | 0.03% | 176 |
|
2021
Q3 | $487K | Hold |
4,781
| – | – | 0.03% | 160 |
|
2021
Q2 | $495K | Hold |
4,781
| – | – | 0.03% | 160 |
|
2021
Q1 | $465K | Hold |
4,781
| – | – | 0.03% | 152 |
|
2020
Q4 | $443K | Hold |
4,781
| – | – | 0.03% | 152 |
|
2020
Q3 | $385K | Hold |
4,781
| – | – | 0.03% | 168 |
|
2020
Q2 | $357K | Hold |
4,781
| – | – | 0.03% | 150 |
|
2020
Q1 | $300K | Buy |
+4,781
| New | +$300K | 0.03% | 156 |
|
2019
Q2 | – | Sell |
-55,319
| Closed | -$4.05M | – | 241 |
|
2019
Q1 | $4.05M | Buy |
+55,319
| New | +$4.05M | 0.33% | 50 |
|