BIA
Barry Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.49M | Sell |
58,279
-24
| -0% | -$3.08K | 1.86% | 15 |
|
|
2025
Q1 | $6.76M | Sell |
58,303
-1,577
| -3% | -$183K | 1.8% | 16 |
|
|
2024
Q4 | $7.03M | Sell |
59,880
-473
| -0.8% | -$55.6K | 2.26% | 12 |
|
|
2024
Q3 | $7.22M | Sell |
60,353
-483
| -0.8% | -$57.8K | 2.21% | 15 |
|
|
2024
Q2 | $6.85M | Sell |
60,836
-1,086
| -2% | -$122K | 2.31% | 13 |
|
|
2024
Q1 | $6.84M | Buy |
61,922
+227
| +0.4% | +$25.1K | 2.28% | 14 |
|
|
2023
Q4 | $6.35M | Sell |
61,695
-4,028
| -6% | -$414K | 2.15% | 16 |
|
|
2023
Q3 | $6.12M | Sell |
65,723
-10,707
| -14% | -$998K | 2.2% | 17 |
|
|
2023
Q2 | $7.41M | Sell |
76,430
-4,494
| -6% | -$436K | 2.5% | 13 |
|
|
2023
Q1 | $7.45M | Sell |
80,924
-771
| -0.9% | -$71K | 2.44% | 18 |
|
|
2022
Q4 | $7.04M | Sell |
81,695
-3,156
| -4% | -$272K | 2.22% | 18 |
|
|
2022
Q3 | $6.69M | Sell |
84,851
-6,596
| -7% | -$520K | 2.29% | 18 |
|
|
2022
Q2 | $7.8M | Sell |
91,447
-29,060
| -24% | -$2.48M | 2.34% | 15 |
|
|
2022
Q1 | $12.2M | Buy |
120,507
+9,174
| +8% | +$929K | 3.24% | 6 |
|
|
2021
Q4 | $12M | Buy |
111,333
+99,324
| +827% | +$10.7M | 3.15% | 7 |
|
|
2021
Q3 | $1.22M | Buy |
12,009
+3,648
| +44% | +$372K | 0.34% | 44 |
|
|
2021
Q2 | $866K | Buy |
8,361
+874
| +12% | +$90.5K | 0.23% | 53 |
|
|
2021
Q1 | $728K | Buy |
7,487
+1,340
| +22% | +$130K | 0.2% | 57 |
|
|
2020
Q4 | $569K | Buy |
+6,147
| New | +$569K | 0.17% | 58 |
|