Asset Planning Services (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-450
| Closed | -$29K | – | 282 |
|
|
2018
Q4 | $29K | Buy |
450
+3
| +0.7% | +$193 | 0.01% | 152 |
|
|
2018
Q3 | $32K | Buy |
447
+2
| +0.4% | +$143 | 0.02% | 149 |
|
|
2018
Q2 | $33K | Buy |
445
+4
| +0.9% | +$297 | 0.02% | 148 |
|
|
2018
Q1 | $32K | Buy |
441
+87
| +25% | +$6.31K | 0.02% | 152 |
|
|
2017
Q4 | $26K | Buy |
354
+4
| +1% | +$294 | 0.01% | 162 |
|
|
2017
Q3 | $25K | Buy |
350
+3
| +0.9% | +$214 | 0.01% | 185 |
|
|
2017
Q2 | $23K | Buy |
+347
| New | +$23K | 0.01% | 179 |
|