Atria Investments’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
Q1 | – | Sell |
-6,971
| Closed | -$819K | – | 2007 |
|
|
2024
Q4 | $819K | Buy |
+6,971
| New | +$819K | 0.01% | 1089 |
|
|
2023
Q1 | – | Sell |
-208,414
| Closed | -$18M | – | 877 |
|
|
2022
Q4 | $18M | Buy |
208,414
+11,011
| +6% | +$949K | 0.37% | 50 |
|
|
2022
Q3 | $15.6M | Sell |
197,403
-33,661
| -15% | -$2.66M | 0.34% | 57 |
|
|
2022
Q2 | $19.7M | Buy |
231,064
+89,062
| +63% | +$7.6M | 0.41% | 40 |
|
|
2022
Q1 | $14.4M | Buy |
+142,002
| New | +$14.4M | 0.25% | 81 |
|
|
2019
Q1 | – | Sell |
-8,004
| Closed | -$524K | – | 1031 |
|
|
2018
Q4 | $524K | Buy |
+8,004
| New | +$524K | 0.02% | 489 |
|
|
2018
Q2 | – | Sell |
-5,794
| Closed | -$427K | – | 1013 |
|
|
2018
Q1 | $427K | Buy |
+5,794
| New | +$427K | 0.02% | 559 |
|
|
2017
Q2 | – | Sell |
-7,455
| Closed | -$486K | – | 798 |
|
|
2017
Q1 | $486K | Buy |
+7,455
| New | +$486K | 0.03% | 400 |
|