BBR Partners’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 | $2.77M | Buy |
+21,566
| New | +$2.77M | 0.17% | 56 |
|
2015
Q4 | – | Sell |
-170,768
| Closed | -$9.45M | – | 77 |
|
2015
Q3 | $9.45M | Buy |
170,768
+72,841
| +74% | +$4.03M | 1.37% | 5 |
|
2015
Q2 | $6.03M | Buy |
97,927
+45,365
| +86% | +$2.79M | 0.75% | 9 |
|
2015
Q1 | $3.24M | Sell |
52,562
-314,571
| -86% | -$19.4M | 0.44% | 13 |
|
2014
Q4 | $22.1M | Buy |
+367,133
| New | +$22.1M | 2.96% | 4 |
|
2014
Q3 | – | Sell |
-417,590
| Closed | -$26M | – | 67 |
|
2014
Q2 | $26M | Buy |
417,590
+182,579
| +78% | +$11.4M | 3.99% | 4 |
|
2014
Q1 | $14M | Buy |
235,011
+39,288
| +20% | +$2.34M | 2.31% | 6 |
|
2013
Q4 | $11.6M | Buy |
195,723
+154,605
| +376% | +$9.18M | 2.09% | 6 |
|
2013
Q3 | $2.28M | Sell |
41,118
-417,773
| -91% | -$23.2M | 0.46% | 8 |
|
2013
Q2 | $23.6M | Buy |
+458,891
| New | +$23.6M | 4.61% | 4 |
|