ACP
Aveo Capital 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
Q2 | – | Sell |
-16,959
| Closed | -$1.84M | – | 372 |
|
|
2024
Q1 | $1.84M | Buy |
16,959
+534
| +3% | +$58.1K | 0.2% | 100 |
|
|
2023
Q4 | $1.69M | Buy |
16,425
+1,000
| +6% | +$103K | 0.2% | 97 |
|
|
2023
Q3 | $1.44M | Hold |
15,425
| – | – | 0.19% | 106 |
|
|
2023
Q2 | $1.5M | Buy |
15,425
+4,100
| +36% | +$398K | 0.19% | 101 |
|
|
2023
Q1 | $1.04M | Buy |
11,325
+1,050
| +10% | +$96.7K | 0.14% | 116 |
|
|
2022
Q4 | $886K | Buy |
10,275
+550
| +6% | +$47.4K | 0.13% | 125 |
|
|
2022
Q3 | $767K | Buy |
+9,725
| New | +$767K | 0.13% | 118 |
|
|
2020
Q1 | – | Sell |
-39,462
| Closed | -$3.2M | – | 198 |
|
|
2019
Q4 | $3.2M | Buy |
+39,462
| New | +$3.2M | 1.26% | 20 |
|
|
2018
Q3 | – | Sell |
-30,102
| Closed | -$2.21M | – | 157 |
|
|
2018
Q2 | $2.21M | Buy |
+30,102
| New | +$2.21M | 0.97% | 21 |
|