APP
Avantax Planning Partners’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,400
| Closed | -$608K | – | 487 |
|
|
2024
Q2 | $608K | Sell |
5,400
-8,814
| -62% | -$993K | 0.02% | 261 |
|
|
2024
Q1 | $1.57M | Buy |
14,214
+128
| +0.9% | +$14.1K | 0.05% | 170 |
|
|
2023
Q4 | $1.45M | Hold |
14,086
| – | – | 0.06% | 142 |
|
|
2023
Q3 | $1.31M | Hold |
14,086
| – | – | 0.05% | 143 |
|
|
2023
Q2 | $1.37M | Hold |
14,086
| – | – | 0.05% | 142 |
|
|
2023
Q1 | $1.3M | Hold |
14,086
| – | – | 0.05% | 144 |
|
|
2022
Q4 | $1.21M | Buy |
14,086
+8,686
| +161% | +$749K | 0.05% | 141 |
|
|
2022
Q3 | $426K | Hold |
5,400
| – | – | 0.02% | 239 |
|
|
2022
Q2 | $461K | Hold |
5,400
| – | – | 0.02% | 222 |
|
|
2022
Q1 | $547K | Hold |
5,400
| – | – | 0.02% | 219 |
|
|
2021
Q4 | $580K | Sell |
5,400
-1,096
| -17% | -$118K | 0.02% | 202 |
|
|
2021
Q3 | $661K | Hold |
6,496
| – | – | 0.03% | 176 |
|
|
2021
Q2 | $673K | Buy |
6,496
+1,096
| +20% | +$114K | 0.03% | 170 |
|
|
2021
Q1 | $525K | Hold |
5,400
| – | – | 0.03% | 182 |
|
|
2020
Q4 | $500K | Sell |
5,400
-1
| -0% | -$93 | 0.03% | 181 |
|
|
2020
Q3 | $436K | Sell |
5,401
-252
| -4% | -$20.3K | 0.02% | 191 |
|
|
2020
Q2 | $423K | Buy |
5,653
+253
| +5% | +$18.9K | 0.02% | 190 |
|
|
2020
Q1 | $339K | Hold |
5,400
| – | – | 0.02% | 189 |
|
|
2019
Q4 | $437K | Hold |
5,400
| – | – | 0.03% | 188 |
|
|
2019
Q3 | $404K | Hold |
5,400
| – | – | 0.02% | 198 |
|
|
2019
Q2 | $409K | Hold |
5,400
| – | – | 0.03% | 195 |
|
|
2019
Q1 | $395K | Hold |
5,400
| – | – | 0.03% | 195 |
|
|
2018
Q4 | $353K | Hold |
5,400
| – | – | 0.03% | 175 |
|
|
2018
Q3 | $409K | Hold |
5,400
| – | – | 0.03% | 156 |
|
|
2018
Q2 | $396K | Buy |
5,400
+4,628
| +599% | +$339K | 0.04% | 146 |
|
|
2018
Q1 | $57K | Buy |
+772
| New | +$57K | ﹤0.01% | 508 |
|