Avior Wealth Management’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
Q2 | $967K | Sell |
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|
2025
Q1 | $950K | Sell |
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|
2024
Q4 | $963K | Buy |
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|
2024
Q3 | $980K | Sell |
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|
2024
Q2 | $1.1M | Sell |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $263K | Buy |
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|
2023
Q3 | $236K | Buy |
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|
2023
Q2 | $245K | Buy |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $217K | Sell |
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|
2022
Q3 | $198K | Buy |
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|
2022
Q2 | $214K | Buy |
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|
2022
Q1 | $253K | Sell |
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|
2021
Q4 | $282K | Sell |
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|
2021
Q3 | $286K | Buy |
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|
2021
Q2 | $283K | Buy |
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|
2021
Q1 | $257K | Buy |
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|
2020
Q4 | $240K | Sell |
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|
2020
Q3 | $210K | Buy |
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|
2020
Q2 | $191K | Buy |
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|
2020
Q1 | $156K | Sell |
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|
2019
Q4 | $221K | Buy |
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|
2019
Q3 | $190K | Sell |
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|
2019
Q2 | $195K | Buy |
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|
2019
Q1 | $188K | Buy |
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|
2018
Q4 | $168K | Sell |
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|
2018
Q3 | $197K | Hold |
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|
2018
Q2 | $190K | Buy |
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|
2018
Q1 | $190K | Hold |
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|
2017
Q4 | $192K | Sell |
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|
2017
Q3 | $187K | Sell |
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|
2017
Q2 | $194K | Buy |
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|
2017
Q1 | $186K | Sell |
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|
2016
Q4 | $176K | Sell |
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|
2016
Q3 | $180K | Buy |
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|
2016
Q2 | $143K | Buy |
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|
2016
Q1 | $140K | Buy |
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|
2015
Q4 | $0 | Buy |
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