ACA
Atlas Capital Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.06M | Sell |
54,897
-4,262
| -7% | -$548K | 0.86% | 27 |
|
|
2025
Q1 | $6.86M | Buy |
59,159
+4,127
| +7% | +$479K | 0.86% | 28 |
|
|
2024
Q4 | $6.47M | Sell |
55,032
-10,088
| -15% | -$1.19M | 0.82% | 34 |
|
|
2024
Q3 | $7.79M | Buy |
65,120
+6,012
| +10% | +$720K | 1.19% | 21 |
|
|
2024
Q2 | $6.66M | Sell |
59,108
-10,225
| -15% | -$1.15M | 0.86% | 31 |
|
|
2024
Q1 | $7.66M | Sell |
69,333
-173,705
| -71% | -$19.2M | 1.2% | 21 |
|
|
2023
Q4 | $25M | Buy |
243,038
+184,108
| +312% | +$18.9M | 3.62% | 2 |
|
|
2023
Q3 | $5.49M | Sell |
58,930
-961
| -2% | -$89.5K | 0.9% | 29 |
|
|
2023
Q2 | $5.81M | Sell |
59,891
-1,920
| -3% | -$186K | 0.88% | 28 |
|
|
2023
Q1 | $5.69M | Sell |
61,811
-5,026
| -8% | -$463K | 0.9% | 26 |
|
|
2022
Q4 | $5.76M | Sell |
66,837
-5,731
| -8% | -$494K | 0.97% | 25 |
|
|
2022
Q3 | $5.72M | Buy |
72,568
+29,476
| +68% | +$2.33M | 1.04% | 23 |
|
|
2022
Q2 | $3.68M | Sell |
43,092
-23,369
| -35% | -$1.99M | 0.62% | 38 |
|
|
2022
Q1 | $6.73M | Buy |
66,461
+380
| +0.6% | +$38.5K | 1.05% | 24 |
|
|
2021
Q4 | $7.1M | Sell |
66,081
-1,225
| -2% | -$132K | 1.06% | 22 |
|
|
2021
Q3 | $6.85M | Sell |
67,306
-4,644
| -6% | -$473K | 1.1% | 22 |
|
|
2021
Q2 | $7.45M | Buy |
71,950
+4,278
| +6% | +$443K | 1.25% | 17 |
|
|
2021
Q1 | $6.58M | Buy |
67,672
+2,647
| +4% | +$258K | 1.28% | 12 |
|
|
2020
Q4 | $6.02M | Buy |
65,025
+18,690
| +40% | +$1.73M | 1.27% | 14 |
|
|
2020
Q3 | $3.74M | Sell |
46,335
-897
| -2% | -$72.3K | 0.88% | 25 |
|
|
2020
Q2 | $3.53M | Buy |
47,232
+1,251
| +3% | +$93.6K | 0.83% | 24 |
|
|
2020
Q1 | $2.89M | Buy |
45,981
+18,891
| +70% | +$1.19M | 0.86% | 21 |
|
|
2019
Q4 | $2.19M | Buy |
27,090
+57
| +0.2% | +$4.62K | 0.55% | 40 |
|
|
2019
Q3 | $2.02M | Buy |
27,033
+1,970
| +8% | +$147K | 0.61% | 34 |
|
|
2019
Q2 | $1.88M | Sell |
25,063
-94
| -0.4% | -$7.07K | 0.62% | 34 |
|
|
2019
Q1 | $1.84M | Buy |
25,157
+1,897
| +8% | +$139K | 0.66% | 32 |
|
|
2018
Q4 | $1.52M | Buy |
23,260
+495
| +2% | +$32.4K | 0.61% | 37 |
|
|
2018
Q3 | $1.72M | Buy |
22,765
+102
| +0.5% | +$7.72K | 0.58% | 38 |
|
|
2018
Q2 | $1.7M | Sell |
22,663
-6,433
| -22% | -$482K | 0.6% | 34 |
|
|
2018
Q1 | $2.14M | Buy |
+29,096
| New | +$2.14M | 0.66% | 31 |
|