Atlas Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-230
| Closed | -$23K | – | 702 |
|
|
2021
Q3 | $23K | Hold |
230
| – | – | 0.01% | 338 |
|
|
2021
Q2 | $24K | Hold |
230
| – | – | 0.01% | 342 |
|
|
2021
Q1 | $22K | Hold |
230
| – | – | 0.01% | 361 |
|
|
2020
Q4 | $21K | Hold |
230
| – | – | 0.01% | 330 |
|
|
2020
Q3 | $19K | Sell |
230
-100
| -30% | -$8.26K | 0.02% | 319 |
|
|
2020
Q2 | $25K | Buy |
+330
| New | +$25K | 0.02% | 297 |
|