B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,966
| Closed | -$312K | – | 560 |
|
|
2020
Q1 | $312K | Buy |
4,966
+2,025
| +69% | +$127K | 0.03% | 348 |
|
|
2019
Q4 | $238K | Hold |
2,941
| – | – | 0.04% | 331 |
|
|
2019
Q3 | $220K | Sell |
2,941
-13
| -0.4% | -$972 | 0.04% | 325 |
|
|
2019
Q2 | $222 | Hold |
2,954
| – | – | 0.03% | 336 |
|
|
2019
Q1 | $216K | Buy |
+2,954
| New | +$216K | 0.04% | 335 |
|