Avidian Wealth Enterprises’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 | $569K | Hold |
4,429
| – | – | 0.02% | 305 |
|
|
2025
Q1 | $514K | Sell |
4,429
-4
| -0.1% | -$464 | 0.02% | 305 |
|
|
2024
Q4 | $521K | Hold |
4,433
| – | – | 0.02% | 288 |
|
|
2024
Q3 | $531K | Sell |
4,433
-8
| -0.2% | -$958 | 0.02% | 288 |
|
|
2024
Q2 | $500K | Buy |
4,441
+8
| +0.2% | +$901 | 0.02% | 284 |
|
|
2024
Q1 | $490K | Hold |
4,433
| – | – | 0.02% | 267 |
|
|
2023
Q4 | $456K | Sell |
4,433
-5,169
| -54% | -$532K | 0.03% | 276 |
|
|
2023
Q3 | $895K | Buy |
+9,602
| New | +$895K | 0.06% | 173 |
|