Avantax Planning Partners’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $500K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $608K | Sell |
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|
2024
Q1 | $1.57M | Buy |
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|
2023
Q4 | $1.45M | Hold |
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|
2023
Q3 | $1.31M | Hold |
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|
2023
Q2 | $1.37M | Hold |
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|
2023
Q1 | $1.3M | Hold |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $426K | Hold |
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|
2022
Q2 | $461K | Hold |
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|
2022
Q1 | $547K | Hold |
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|
2021
Q4 | $580K | Sell |
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|
2021
Q3 | $661K | Hold |
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|
2021
Q2 | $673K | Buy |
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|
2021
Q1 | $525K | Hold |
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|
2020
Q4 | $500K | Sell |
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|
2020
Q3 | $436K | Sell |
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|
2020
Q2 | $423K | Buy |
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|
2020
Q1 | $339K | Hold |
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|
2019
Q4 | $437K | Hold |
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|
2019
Q3 | $404K | Hold |
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|
2019
Q2 | $409K | Hold |
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|
2019
Q1 | $395K | Hold |
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|
2018
Q4 | $353K | Hold |
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|
2018
Q3 | $409K | Hold |
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|
2018
Q2 | $396K | Buy |
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|
2018
Q1 | $57K | Buy |
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