Baron Silver Stevens Financial Advisors’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 | $513K | Hold |
3,995
| – | – | 0.08% | 77 |
|
|
2025
Q1 | $463K | Hold |
3,995
| – | – | 0.08% | 75 |
|
|
2024
Q4 | $469K | Hold |
3,995
| – | – | 0.08% | 73 |
|
|
2024
Q3 | $478K | Hold |
3,995
| – | – | 0.08% | 71 |
|
|
2024
Q2 | $450K | Hold |
3,995
| – | – | 0.09% | 72 |
|
|
2024
Q1 | $441K | Hold |
3,995
| – | – | 0.09% | 76 |
|
|
2023
Q4 | $411K | Buy |
+3,995
| New | +$411K | 0.09% | 66 |
|
|
2022
Q4 | – | Sell |
-295
| Closed | -$599 | – | 146 |
|
|
2022
Q3 | $599 | Buy |
+295
| New | +$599 | 0.16% | 46 |
|
|
2021
Q1 | – | Sell |
-295
| Closed | -$27K | – | 466 |
|
|
2020
Q4 | $27K | Buy |
+295
| New | +$27K | 0.01% | 179 |
|