Avantax Advisory Services’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 | $11.8M | Buy |
91,983
+8,291
| +10% | +$1.07M | 0.07% | 237 |
|
|
2025
Q1 | $9.7M | Sell |
83,692
-4,921
| -6% | -$571K | 0.06% | 255 |
|
|
2024
Q4 | $10.4M | Sell |
88,613
-2,748
| -3% | -$323K | 0.07% | 217 |
|
|
2024
Q3 | $10.9M | Buy |
91,361
+52,937
| +138% | +$6.34M | 0.07% | 203 |
|
|
2024
Q2 | $4.33M | Buy |
38,424
+5,163
| +16% | +$582K | 0.03% | 415 |
|
|
2024
Q1 | $3.68M | Buy |
33,261
+4,212
| +14% | +$465K | 0.03% | 382 |
|
|
2023
Q4 | $2.99M | Buy |
29,049
+2,187
| +8% | +$225K | 0.03% | 401 |
|
|
2023
Q3 | $2.5M | Buy |
26,862
+17,004
| +172% | +$1.58M | 0.03% | 399 |
|
|
2023
Q2 | $956K | Buy |
9,858
+4,369
| +80% | +$424K | 0.01% | 697 |
|
|
2023
Q1 | $506K | Buy |
5,489
+2,547
| +87% | +$235K | 0.01% | 912 |
|
|
2022
Q4 | $254K | Buy |
2,942
+44
| +2% | +$3.79K | ﹤0.01% | 1194 |
|
|
2022
Q3 | $229K | Buy |
2,898
+198
| +7% | +$15.6K | ﹤0.01% | 1138 |
|
|
2022
Q2 | $230K | Buy |
2,700
+111
| +4% | +$9.46K | ﹤0.01% | 1144 |
|
|
2022
Q1 | $260K | Buy |
2,589
+709
| +38% | +$71.2K | ﹤0.01% | 1078 |
|
|
2021
Q4 | $202K | Buy |
+1,880
| New | +$202K | ﹤0.01% | 1170 |
|
|
2020
Q4 | – | Sell |
-8,850
| Closed | -$715K | – | 1355 |
|
|
2020
Q3 | $715K | Buy |
+8,850
| New | +$715K | 0.01% | 661 |
|
|
2020
Q1 | – | Sell |
-4,517
| Closed | -$366K | – | 898 |
|
|
2019
Q4 | $366K | Buy |
4,517
+20
| +0.4% | +$1.62K | 0.01% | 570 |
|
|
2019
Q3 | $337K | Buy |
4,497
+62
| +1% | +$4.65K | 0.01% | 408 |
|
|
2019
Q2 | $333K | Sell |
4,435
-205
| -4% | -$15.4K | 0.01% | 377 |
|
|
2019
Q1 | $340K | Buy |
4,640
+1
| +0% | +$73 | 0.02% | 332 |
|
|
2018
Q4 | $304K | Buy |
+4,639
| New | +$304K | 0.05% | 297 |
|