Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $48.1K | Sell |
467
-3
| -0.6% | -$309 | ﹤0.01% | 392 |
|
|
2023
Q3 | $43.8K | Buy |
470
+43
| +10% | +$4.01K | ﹤0.01% | 359 |
|
|
2023
Q2 | $41.5K | Sell |
427
-24
| -5% | -$2.33K | ﹤0.01% | 353 |
|
|
2023
Q1 | $41.6K | Buy |
451
+1
| +0.2% | +$92 | ﹤0.01% | 359 |
|
|
2022
Q4 | $39K | Buy |
450
+3
| +0.7% | +$260 | ﹤0.01% | 368 |
|
|
2022
Q3 | $35K | Buy |
447
+3
| +0.7% | +$235 | ﹤0.01% | 359 |
|
|
2022
Q2 | $38K | Buy |
444
+26
| +6% | +$2.23K | ﹤0.01% | 352 |
|
|
2022
Q1 | $42K | Buy |
418
+41
| +11% | +$4.12K | ﹤0.01% | 350 |
|
|
2021
Q4 | $41K | Buy |
+377
| New | +$41K | ﹤0.01% | 352 |
|
|
2019
Q4 | – | Sell |
-387
| Closed | -$29K | – | 667 |
|
|
2019
Q3 | $29K | Buy |
+387
| New | +$29K | ﹤0.01% | 257 |
|